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 | $221,343 | $102,317+116.3% | $146,958+50.6% | $80,856+173.7% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.2%+15.3pp | 67.6%+29.8pp |
| Annual return | 11.36% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $17,793 | $3,713+379.2% | $4,933+260.7% | $2,755+545.9% |
| Participant deferral / active EE | $20,900 | $6,644+214.6% | $8,070+159.0% | $4,296+386.5% |
| Admin fee / account holder | $29,938 | $7,941+277.0% | $12,998+130.3% | $6,918+332.8% |