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 | $205,420 | $89,753+128.9% | $107,525+91.0% | $84,808+142.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.48% | 29.48%-17.0pp | 181.32%-168.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,744 | $3,113+20.3% | $3,754-0.2% | $2,631+42.3% |
| Participant deferral / active EE | $12,886 | $4,056+217.7% | $5,116+151.9% | $4,212+206.0% |
| Admin fee / account holder | $16,695 | $7,222+131.2% | $8,919+87.2% | $7,344+127.3% |