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 | $225,354 | $51,175+340.4% | $70,515+219.6% | $75,163+199.8% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 13.44% | 30.02%-16.6pp | 32.77%-19.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $13,172 | $1,826+621.3% | $2,973+343.0% | $2,670+393.4% |
| Participant deferral / active EE | $7,487 | $2,849+162.8% | $4,567+64.0% | $4,125+81.5% |
| Admin fee / account holder | $11,891 | $4,091+190.7% | $6,412+85.4% | $5,651+110.4% |