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 | $237,551 | $105,181+125.9% | $159,436+49.0% | $85,850+176.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.31% | 45.07%-33.8pp | 263.57%-252.3pp | 318.53%-307.2pp |
| Employer contribution / active EE | $5,880 | $3,318+77.2% | $4,829+21.8% | $2,565+129.2% |
| Participant deferral / active EE | $6,942 | $5,945+16.8% | $7,352-5.6% | $3,952+75.7% |
| Admin fee / account holder | $94,803 | $6,933+1267.3% | $10,799+777.9% | $6,260+1414.5% |