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 | $204,391 | $91,538+123.3% | $129,995+57.2% | $75,163+171.9% |
| Participation rate | 87.9% | 71.4%+16.4pp | 78.5%+9.4pp | 67.2%+20.7pp |
| Annual return | 9.00% | -631.11%+640.1pp | -137.18%+146.2pp | 160.62%-151.6pp |
| Employer contribution / active EE | $3,659 | $2,845+28.6% | $4,320-15.3% | $2,670+37.0% |
| Participant deferral / active EE | $5,800 | $4,341+33.6% | $5,820-0.3% | $4,125+40.6% |
| Admin fee / account holder | $34,249 | $6,790+404.4% | $10,614+222.7% | $5,651+506.1% |