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 | $193,166 | $106,584+81.2% | $101,326+90.6% | $142,382+35.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 8.20% | 36.93%-28.7pp | 36.82%-28.6pp | 217.08%-208.9pp |
| Employer contribution / active EE | $6,589 | $3,956+66.5% | $3,665+79.8% | $4,299+53.3% |
| Participant deferral / active EE | $11,086 | $8,297+33.6% | $7,994+38.7% | $6,507+70.4% |
| Admin fee / account holder | $85,397 | $11,446+646.1% | $11,185+663.5% | $12,624+576.5% |