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 | $191,118 | $85,766+122.8% | $136,294+40.2% | $70,131+172.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.67% | 31.45%-18.8pp | 5155.94%-5143.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $3,879 | $2,966+30.8% | $4,695-17.4% | $2,342+65.6% |
| Participant deferral / active EE | $7,623 | $5,051+50.9% | $6,247+22.0% | $3,332+128.8% |
| Admin fee / account holder | $19,719 | $5,420+263.8% | $9,243+113.3% | $4,645+324.5% |