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 | $209,459 | $91,190+129.7% | $178,490+17.4% | $79,858+162.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 3.81% | 24.19%-20.4pp | 151.07%-147.3pp | 31.71%-27.9pp |
| Employer contribution / active EE | $9,702 | $3,256+198.0% | $5,011+93.6% | $2,471+292.7% |
| Participant deferral / active EE | $2,245 | $3,236-30.6% | $5,202-56.8% | $3,740-40.0% |
| Admin fee / account holder | $1,966 | $6,751-70.9% | $13,984-85.9% | $5,306-63.0% |