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 | $208,289 | $80,673+158.2% | $101,326+105.6% | $84,808+145.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 9.68% | 38.95%-29.3pp | 36.82%-27.1pp | 40.90%-31.2pp |
| Employer contribution / active EE | $5,322 | $2,698+97.3% | $3,665+45.2% | $2,631+102.3% |
| Participant deferral / active EE | $4,773 | $6,840-30.2% | $7,994-40.3% | $4,212+13.3% |
| Admin fee / account holder | $87,289 | $12,784+582.8% | $11,185+680.4% | $7,344+1088.6% |