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 | $165,935 | $63,346+162.0% | $92,233+79.9% | $70,131+136.6% |
| Participation rate | 92.9% | 68.7%+24.2pp | 76.5%+16.4pp | 69.5%+23.3pp |
| Annual return | 9.57% | 530.12%-520.5pp | 176.28%-166.7pp | 73.14%-63.6pp |
| Employer contribution / active EE | $11,129 | $2,471+350.4% | $3,679+202.5% | $2,342+375.1% |
| Participant deferral / active EE | $11,129 | $2,854+290.0% | $3,897+185.6% | $3,332+234.0% |
| Admin fee / account holder | $1,848 | $3,840-51.9% | $5,194-64.4% | $4,645-60.2% |