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 | $223,784 | $58,208+284.5% | $81,812+173.5% | $80,856+176.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 10.54% | 41.66%-31.1pp | 773.79%-763.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $12,579 | $2,340+437.6% | $2,912+331.9% | $2,755+356.6% |
| Participant deferral / active EE | $12,788 | $3,281+289.8% | $4,319+196.1% | $4,296+197.7% |
| Admin fee / account holder | $8,669 | $4,981+74.0% | $7,386+17.4% | $6,918+25.3% |