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 | $214,280 | $80,717+165.5% | $154,803+38.4% | $84,808+152.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.25% | 37.96%-26.7pp | 58.88%-47.6pp | 40.90%-29.7pp |
| Employer contribution / active EE | $4,708 | $2,761+70.5% | $4,305+9.4% | $2,631+79.0% |
| Participant deferral / active EE | $4,458 | $3,303+35.0% | $5,540-19.5% | $4,212+5.9% |
| Admin fee / account holder | $59,598 | $6,746+783.5% | $14,329+315.9% | $7,344+711.5% |