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 | $231,954 | $105,181+120.5% | $159,436+45.5% | $85,850+170.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.95% | 45.07%-34.1pp | 263.57%-252.6pp | 318.53%-307.6pp |
| Employer contribution / active EE | $7,915 | $3,318+138.5% | $4,829+63.9% | $2,565+208.6% |
| Participant deferral / active EE | $10,793 | $5,945+81.6% | $7,352+46.8% | $3,952+173.1% |
| Admin fee / account holder | $6,312 | $6,933-9.0% | $10,799-41.5% | $6,260+0.8% |