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 | $198,314 | $106,515+86.2% | $96,683+105.1% | $139,434+42.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.89% | 38.43%-27.5pp | 35.69%-24.8pp | 372.94%-362.0pp |
| Employer contribution / active EE | $10,416 | $4,103+153.9% | $3,737+178.7% | $4,751+119.2% |
| Participant deferral / active EE | $1,662 | $5,454-69.5% | $4,878-65.9% | $6,710-75.2% |
| Admin fee / account holder | $28,168 | $7,877+257.6% | $6,730+318.6% | $11,403+147.0% |