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 | $227,884 | $102,317+122.7% | $146,958+55.1% | $80,856+181.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 8.65% | 134.76%-126.1pp | 418.34%-409.7pp | 35.59%-26.9pp |
| Employer contribution / active EE | $5,507 | $3,713+48.3% | $4,933+11.6% | $2,755+99.9% |
| Participant deferral / active EE | $4,938 | $6,644-25.7% | $8,070-38.8% | $4,296+14.9% |
| Admin fee / account holder | $17,043 | $7,941+114.6% | $12,998+31.1% | $6,918+146.4% |