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 | $200,952 | $138,347+45.3% | $184,203+9.1% | $80,856+148.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.93% | 20.02%-9.1pp | 28.81%-17.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $6,773 | $4,850+39.6% | $6,427+5.4% | $2,755+145.9% |
| Participant deferral / active EE | $7,846 | $7,071+11.0% | $9,131-14.1% | $4,296+82.7% |
| Admin fee / account holder | $32,080 | $10,483+206.0% | $13,901+130.8% | $6,918+363.7% |