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 | $93,027 | $30,400+206.0% | $53,898+72.6% | $84,808+9.7% |
| Participation rate | 86.2% | 46.4%+39.8pp | 55.0%+31.2pp | 68.3%+17.9pp |
| Annual return | 12.75% | 500.19%-487.4pp | 528.60%-515.9pp | 40.90%-28.1pp |
| Employer contribution / active EE | $9,042 | $603+1400.3% | $932+870.2% | $2,631+243.7% |
| Participant deferral / active EE | $0 | $1,199-100.0% | $1,826-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,829 | $1,993+292.7% | $2,491+214.3% | $7,344+6.6% |