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 | $215,613 | $105,181+105.0% | $159,436+35.2% | $85,850+151.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 6.56% | 45.07%-38.5pp | 263.57%-257.0pp | 318.53%-312.0pp |
| Employer contribution / active EE | $7,285 | $3,318+119.5% | $4,829+50.8% | $2,565+184.0% |
| Participant deferral / active EE | $12,286 | $5,945+106.7% | $7,352+67.1% | $3,952+210.9% |
| Admin fee / account holder | $5,470 | $6,933-21.1% | $10,799-49.3% | $6,260-12.6% |