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 | $198,502 | $67,606+193.6% | $82,313+141.2% | $70,131+183.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.69% | 21.57%-9.9pp | 25.88%-14.2pp | 73.14%-61.5pp |
| Employer contribution / active EE | $3,869 | $1,755+120.5% | $2,428+59.3% | $2,342+65.2% |
| Participant deferral / active EE | $6,695 | $2,987+124.1% | $3,706+80.6% | $3,332+100.9% |
| Admin fee / account holder | $2,520 | $4,512-44.2% | $5,608-55.1% | $4,645-45.8% |