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 | $245,295 | $95,416+157.1% | $185,823+32.0% | $85,850+185.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.82% | 23.59%-12.8pp | 122.05%-111.2pp | 318.53%-307.7pp |
| Employer contribution / active EE | $14,682 | $3,314+343.1% | $5,167+184.1% | $2,565+472.4% |
| Participant deferral / active EE | $10,132 | $3,423+196.0% | $5,568+82.0% | $3,952+156.4% |
| Admin fee / account holder | $17,284 | $7,213+139.6% | $16,237+6.4% | $6,260+176.1% |