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 | $225,658 | $101,724+121.8% | $164,813+36.9% | $80,856+179.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 7.66% | 16.72%-9.1pp | 69.93%-62.3pp | 35.59%-27.9pp |
| Employer contribution / active EE | $3,169 | $2,953+7.3% | $4,341-27.0% | $2,755+15.0% |
| Participant deferral / active EE | $9,760 | $4,477+118.0% | $6,031+61.8% | $4,296+127.2% |
| Admin fee / account holder | $18,431 | $8,227+124.0% | $12,690+45.2% | $6,918+166.4% |