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 | $241,178 | $80,673+199.0% | $101,326+138.0% | $84,808+184.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 12.47% | 38.95%-26.5pp | 36.82%-24.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $9,875 | $2,698+266.0% | $3,665+169.4% | $2,631+275.3% |
| Participant deferral / active EE | $15,849 | $6,840+131.7% | $7,994+98.3% | $4,212+276.3% |
| Admin fee / account holder | $28,183 | $12,784+120.5% | $11,185+152.0% | $7,344+283.8% |