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 | $191,072 | $87,841+117.5% | $133,980+42.6% | $62,891+203.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 5.35% | 12.05%-6.7pp | 29.30%-23.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $4,537 | $3,483+30.3% | $5,211-13.0% | $2,281+98.9% |
| Participant deferral / active EE | $7,182 | $4,812+49.3% | $6,282+14.3% | $3,203+124.2% |
| Admin fee / account holder | $39,713 | $5,371+639.4% | $9,324+325.9% | $4,296+824.5% |