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 | $200,154 | $95,803+108.9% | $113,168+76.9% | $84,808+136.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 11.16% | 25.00%-13.8pp | 24.27%-13.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $6,154 | $2,360+160.8% | $2,975+106.8% | $2,631+133.9% |
| Participant deferral / active EE | $4,641 | $4,242+9.4% | $5,107-9.1% | $4,212+10.2% |
| Admin fee / account holder | $4,605 | $8,989-48.8% | $12,068-61.8% | $7,344-37.3% |