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 | $202,883 | $101,724+99.4% | $164,813+23.1% | $80,856+150.9% |
| Participation rate | 96.4% | 71.8%+24.6pp | 78.6%+17.8pp | 67.6%+28.8pp |
| Annual return | 2.79% | 16.72%-13.9pp | 69.93%-67.1pp | 35.59%-32.8pp |
| Employer contribution / active EE | $25,000 | $2,953+746.5% | $4,341+475.9% | $2,755+807.5% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $12,349 | $8,227+50.1% | $12,690-2.7% | $6,918+78.5% |