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 | $201,352 | $69,207+190.9% | $64,056+214.3% | $139,434+44.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.84% | 45.88%-36.0pp | 33.69%-23.8pp | 372.94%-363.1pp |
| Employer contribution / active EE | $15,039 | $3,182+372.6% | $2,747+447.6% | $4,751+216.6% |
| Participant deferral / active EE | $7,737 | $4,682+65.3% | $3,880+99.4% | $6,710+15.3% |
| Admin fee / account holder | $38,036 | $4,244+796.2% | $3,068+1139.7% | $11,403+233.6% |