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 | $191,206 | $77,899+145.5% | $149,673+27.7% | $75,163+154.4% |
| Participation rate | 96.0% | 65.6%+30.4pp | 78.8%+17.2pp | 67.2%+28.8pp |
| Annual return | 11.41% | 31.72%-20.3pp | 134.42%-123.0pp | 160.62%-149.2pp |
| Employer contribution / active EE | $9,742 | $3,137+210.5% | $4,818+102.2% | $2,670+264.9% |
| Participant deferral / active EE | $5,059 | $3,411+48.3% | $5,680-10.9% | $4,125+22.6% |
| Admin fee / account holder | $42,464 | $5,956+612.9% | $13,210+221.5% | $5,651+651.4% |