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 | $204,095 | $60,349+238.2% | $74,183+175.1% | $62,891+224.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -2.62% | 21.37%-24.0pp | 17.74%-20.4pp | 20.14%-22.8pp |
| Employer contribution / active EE | $4,791 | $1,680+185.1% | $2,370+102.1% | $2,281+110.0% |
| Participant deferral / active EE | $4,551 | $2,856+59.4% | $3,550+28.2% | $3,203+42.1% |
| Admin fee / account holder | $4,578 | $4,261+7.4% | $5,586-18.0% | $4,296+6.6% |