See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,745 | $118,849+64.7% | $96,562+102.7% | $167,490+16.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.89% | 50.49%-42.6pp | 37.78%-29.9pp | 478.56%-470.7pp |
| Employer contribution / active EE | $799 | $3,120-74.4% | $2,356-66.1% | $4,837-83.5% |
| Participant deferral / active EE | $10,941 | $4,616+137.0% | $3,849+184.3% | $6,341+72.5% |
| Admin fee / account holder | $11,422 | $8,065+41.6% | $6,181+84.8% | $12,309-7.2% |