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 | $227,613 | $77,899+192.2% | $149,673+52.1% | $75,163+202.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.14% | 31.72%-19.6pp | 134.42%-122.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $12,978 | $3,137+313.7% | $4,818+169.4% | $2,670+386.1% |
| Participant deferral / active EE | $11,047 | $3,411+223.9% | $5,680+94.5% | $4,125+167.8% |
| Admin fee / account holder | $2,999 | $5,956-49.6% | $13,210-77.3% | $5,651-46.9% |