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 | $187,400 | $54,705+242.6% | $71,209+163.2% | $84,808+121.0% |
| Participation rate | 90.2% | 64.1%+26.2pp | 73.8%+16.5pp | 68.3%+21.9pp |
| Annual return | 12.15% | 35.90%-23.8pp | 282.51%-270.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,176 | $3,030+70.8% | $4,175+24.0% | $4,212+22.9% |
| Admin fee / account holder | $29,870 | $4,863+514.2% | $5,349+458.4% | $7,344+306.7% |