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 | $230,077 | $80,717+185.0% | $154,803+48.6% | $84,808+171.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 3.70% | 37.96%-34.3pp | 58.88%-55.2pp | 40.90%-37.2pp |
| Employer contribution / active EE | $7,733 | $2,761+180.0% | $4,305+79.6% | $2,631+193.9% |
| Participant deferral / active EE | $5,144 | $3,303+55.7% | $5,540-7.2% | $4,212+22.1% |
| Admin fee / account holder | $26,624 | $6,746+294.7% | $14,329+85.8% | $7,344+262.5% |