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 | $191,820 | $48,795+293.1% | $65,493+192.9% | $84,808+126.2% |
| Participation rate | 83.3% | 67.0%+16.4pp | 73.1%+10.2pp | 68.3%+15.0pp |
| Annual return | 11.18% | 20.20%-9.0pp | 982.45%-971.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,900 | $1,930+50.3% | $2,574+12.6% | $2,631+10.2% |
| Participant deferral / active EE | $6,922 | $2,928+136.4% | $3,961+74.8% | $4,212+64.4% |
| Admin fee / account holder | $10,875 | $3,877+180.5% | $5,028+116.3% | $7,344+48.1% |