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 | $216,515 | $89,753+141.2% | $107,525+101.4% | $84,808+155.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.22% | 29.48%-17.3pp | 181.32%-169.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $14,999 | $3,113+381.8% | $3,754+299.6% | $2,631+470.1% |
| Participant deferral / active EE | $15,560 | $4,056+283.6% | $5,116+204.2% | $4,212+269.5% |
| Admin fee / account holder | $20,847 | $7,222+188.7% | $8,919+133.8% | $7,344+183.9% |