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 | $213,644 | $127,777+67.2% | $106,548+100.5% | $167,490+27.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 7.75% | 33.87%-26.1pp | 26.80%-19.1pp | 478.56%-470.8pp |
| Employer contribution / active EE | $1,953 | $3,427-43.0% | $2,819-30.7% | $4,837-59.6% |
| Participant deferral / active EE | $10,366 | $5,087+103.8% | $4,398+135.7% | $6,341+63.5% |
| Admin fee / account holder | $7,687 | $11,228-31.5% | $7,407+3.8% | $12,309-37.5% |