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 | $183,897 | $98,750+86.2% | $149,696+22.8% | $79,858+130.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 7.87% | 27.43%-19.6pp | 276.60%-268.7pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,747 | $3,216-45.7% | $4,644-62.4% | $2,471-29.3% |
| Participant deferral / active EE | $6,028 | $5,680+6.1% | $6,842-11.9% | $3,740+61.2% |
| Admin fee / account holder | $55,580 | $6,053+818.3% | $9,309+497.1% | $5,306+947.4% |