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 | $199,553 | $89,355+123.3% | $141,162+41.4% | $72,985+173.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.11% | 111.85%-95.7pp | 71.39%-55.3pp | 81.00%-64.9pp |
| Employer contribution / active EE | $11,121 | $3,114+257.1% | $4,735+134.9% | $2,440+355.8% |
| Participant deferral / active EE | $11,151 | $5,418+105.8% | $6,709+66.2% | $3,607+209.1% |
| Admin fee / account holder | $25,863 | $5,958+334.1% | $10,261+152.0% | $5,124+404.7% |