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 | $191,530 | $99,652+92.2% | $78,778+143.1% | $147,584+29.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 7.11% | 47.28%-40.2pp | 35.62%-28.5pp | 578.55%-571.4pp |
| Employer contribution / active EE | $1,026 | $2,796-63.3% | $1,986-48.3% | $4,876-79.0% |
| Participant deferral / active EE | $2,108 | $3,664-42.5% | $2,958-28.7% | $5,439-61.2% |
| Admin fee / account holder | $6,392 | $7,155-10.7% | $5,134+24.5% | $10,885-41.3% |