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 | $200,218 | $89,753+123.1% | $107,525+86.2% | $84,808+136.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 5.19% | 29.48%-24.3pp | 181.32%-176.1pp | 40.90%-35.7pp |
| Employer contribution / active EE | $6,240 | $3,113+100.4% | $3,754+66.2% | $2,631+137.2% |
| Participant deferral / active EE | $3,740 | $4,056-7.8% | $5,116-26.9% | $4,212-11.2% |
| Admin fee / account holder | $2,812 | $7,222-61.1% | $8,919-68.5% | $7,344-61.7% |