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 | $246,869 | $57,281+331.0% | $86,612+185.0% | $75,163+228.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.10% | 2670.75%-2658.6pp | 591.07%-579.0pp | 160.62%-148.5pp |
| Employer contribution / active EE | $10,057 | $2,314+334.5% | $3,022+232.8% | $2,670+276.7% |
| Participant deferral / active EE | $12,006 | $3,318+261.9% | $4,438+170.6% | $4,125+191.1% |
| Admin fee / account holder | $84,226 | $4,112+1948.4% | $5,614+1400.2% | $5,651+1390.5% |