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 | $209,781 | $102,317+105.0% | $146,958+42.7% | $80,856+159.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.75% | 134.76%-125.0pp | 418.34%-408.6pp | 35.59%-25.8pp |
| Employer contribution / active EE | $6,916 | $3,713+86.3% | $4,933+40.2% | $2,755+151.0% |
| Participant deferral / active EE | $14,321 | $6,644+115.6% | $8,070+77.5% | $4,296+233.4% |
| Admin fee / account holder | $4,208 | $7,941-47.0% | $12,998-67.6% | $6,918-39.2% |