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 | $191,970 | $54,705+250.9% | $71,209+169.6% | $84,808+126.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 10.28% | 35.90%-25.6pp | 282.51%-272.2pp | 40.90%-30.6pp |
| Employer contribution / active EE | $7,577 | $2,158+251.1% | $2,721+178.5% | $2,631+188.0% |
| Participant deferral / active EE | $5,250 | $3,030+73.3% | $4,175+25.8% | $4,212+24.7% |
| Admin fee / account holder | $63,134 | $4,863+1198.1% | $5,349+1080.3% | $7,344+759.7% |