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 | $209,211 | $54,705+282.4% | $71,209+193.8% | $84,808+146.7% |
| Participation rate | 94.8% | 64.1%+30.7pp | 73.8%+21.1pp | 68.3%+26.5pp |
| Annual return | 5.99% | 35.90%-29.9pp | 282.51%-276.5pp | 40.90%-34.9pp |
| Employer contribution / active EE | $3,491 | $2,158+61.8% | $2,721+28.3% | $2,631+32.7% |
| Participant deferral / active EE | $6,777 | $3,030+123.6% | $4,175+62.3% | $4,212+60.9% |
| Admin fee / account holder | $31,458 | $4,863+546.8% | $5,349+488.1% | $7,344+328.4% |