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 | $221,517 | $93,571+136.7% | $135,903+63.0% | $75,163+194.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.01% | 30.90%-15.9pp | 68.23%-53.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $4,321 | $3,537+22.2% | $4,856-11.0% | $2,670+61.9% |
| Participant deferral / active EE | $16,414 | $6,404+156.3% | $7,758+111.6% | $4,125+297.9% |
| Admin fee / account holder | $34,078 | $6,975+388.5% | $10,762+216.6% | $5,651+503.0% |