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 | $182,480 | $102,317+78.3% | $146,958+24.2% | $80,856+125.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 8.53% | 134.76%-126.2pp | 418.34%-409.8pp | 35.59%-27.1pp |
| Employer contribution / active EE | $5,987 | $3,713+61.2% | $4,933+21.4% | $2,755+117.3% |
| Participant deferral / active EE | $9,643 | $6,644+45.1% | $8,070+19.5% | $4,296+124.5% |
| Admin fee / account holder | $13,468 | $7,941+69.6% | $12,998+3.6% | $6,918+94.7% |