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 | $234,924 | $105,181+123.4% | $159,436+47.3% | $85,850+173.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.51% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,985 | $3,318-40.2% | $4,829-58.9% | $2,565-22.6% |
| Participant deferral / active EE | $7,941 | $5,945+33.6% | $7,352+8.0% | $3,952+101.0% |
| Admin fee / account holder | $49,612 | $6,933+615.6% | $10,799+359.4% | $6,260+692.5% |