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 8-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 | $240,729 | $83,902+186.9% | $167,512+43.7% | $84,808+183.9% |
| Participation rate | 90.8% | 66.5%+24.3pp | 77.1%+13.7pp | 68.3%+22.5pp |
| Annual return | 9.19% | 91.55%-82.4pp | 1615.79%-1606.6pp | 40.90%-31.7pp |
| Employer contribution / active EE | $5,969 | $2,264+163.7% | $3,882+53.8% | $2,631+126.9% |
| Participant deferral / active EE | $11,139 | $4,442+150.7% | $6,405+73.9% | $4,212+164.5% |
| Admin fee / account holder | $53,303 | $7,915+573.4% | $9,769+445.6% | $7,344+625.8% |