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 | $201,925 | $65,561+208.0% | $86,188+134.3% | $75,163+168.6% |
| Participation rate | 92.0% | 60.5%+31.5pp | 69.0%+23.0pp | 67.2%+24.8pp |
| Annual return | 12.36% | 46.05%-33.7pp | 1168.45%-1156.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $9,834 | $1,553+533.4% | $2,380+313.2% | $2,670+268.4% |
| Participant deferral / active EE | $5,171 | $3,024+71.0% | $3,985+29.7% | $4,125+25.4% |
| Admin fee / account holder | $28,811 | $5,474+426.3% | $6,852+320.5% | $5,651+409.8% |