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 | $201,980 | $83,477+142.0% | $125,175+61.4% | $72,985+176.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 11.51% | 25.78%-14.3pp | 43.79%-32.3pp | 81.00%-69.5pp |
| Employer contribution / active EE | $4,665 | $2,345+98.9% | $3,865+20.7% | $2,440+91.2% |
| Participant deferral / active EE | $8,936 | $3,585+149.3% | $4,937+81.0% | $3,607+147.7% |
| Admin fee / account holder | $15,203 | $5,517+175.5% | $9,702+56.7% | $5,124+196.7% |