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 | $182,894 | $85,202+114.7% | $172,739+5.9% | $72,985+150.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.22% | 27.32%-12.1pp | 802.84%-787.6pp | 81.00%-65.8pp |
| Employer contribution / active EE | $8,541 | $3,324+156.9% | $5,143+66.1% | $2,440+250.1% |
| Participant deferral / active EE | $13,902 | $3,260+326.4% | $5,198+167.5% | $3,607+285.4% |
| Admin fee / account holder | $7,004 | $5,884+19.0% | $13,954-49.8% | $5,124+36.7% |