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 | $186,839 | $72,012+159.5% | $185,823+0.5% | $79,858+134.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 11.13% | 23.12%-12.0pp | 35.95%-24.8pp | 31.71%-20.6pp |
| Employer contribution / active EE | $3,419 | $1,965+74.0% | $4,087-16.4% | $2,471+38.4% |
| Participant deferral / active EE | $13,043 | $3,779+245.2% | $5,632+131.6% | $3,740+248.7% |
| Admin fee / account holder | $42,640 | $4,513+844.9% | $9,500+348.8% | $5,306+703.6% |