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 | $189,547 | $70,428+169.1% | $96,562+96.3% | $85,850+120.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 6.98% | 18.59%-11.6pp | 37.78%-30.8pp | 318.53%-311.6pp |
| Employer contribution / active EE | $3,245 | $1,413+129.7% | $2,356+37.7% | $2,565+26.5% |
| Participant deferral / active EE | $4,774 | $2,894+65.0% | $3,849+24.0% | $3,952+20.8% |
| Admin fee / account holder | $933 | $4,997-81.3% | $6,181-84.9% | $6,260-85.1% |