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 | $211,009 | $48,046+339.2% | $84,611+149.4% | $72,985+189.1% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 1.18% | 37.38%-36.2pp | 258.74%-257.6pp | 81.00%-79.8pp |
| Employer contribution / active EE | $3,448 | $1,602+115.3% | $2,652+30.0% | $2,440+41.3% |
| Participant deferral / active EE | $7,001 | $2,680+161.2% | $3,899+79.6% | $3,607+94.1% |
| Admin fee / account holder | $435 | $3,395-87.2% | $4,912-91.1% | $5,124-91.5% |