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 | $173,954 | $89,753+93.8% | $107,525+61.8% | $84,808+105.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.57% | 29.48%-16.9pp | 181.32%-168.8pp | 40.90%-28.3pp |
| Employer contribution / active EE | $5,935 | $3,113+90.6% | $3,754+58.1% | $2,631+125.6% |
| Participant deferral / active EE | $5,334 | $4,056+31.5% | $5,116+4.3% | $4,212+26.7% |
| Admin fee / account holder | $51,320 | $7,222+610.6% | $8,919+475.4% | $7,344+598.8% |