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 | $196,787 | $102,966+91.1% | $90,281+118.0% | $152,861+28.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 7.15% | 95.16%-88.0pp | 78.10%-70.9pp | 345.32%-338.2pp |
| Employer contribution / active EE | $3,809 | $3,139+21.4% | $2,854+33.4% | $4,762-20.0% |
| Participant deferral / active EE | $9,605 | $4,281+124.3% | $3,885+147.2% | $5,850+64.2% |
| Admin fee / account holder | $13,558 | $6,171+119.7% | $5,351+153.4% | $11,596+16.9% |