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 | $234,290 | $53,822+335.3% | $75,696+209.5% | $85,850+172.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 11.42% | 24.54%-13.1pp | 104.53%-93.1pp | 318.53%-307.1pp |
| Employer contribution / active EE | $19,640 | $2,017+873.9% | $2,743+616.1% | $2,565+665.6% |
| Participant deferral / active EE | $7,333 | $2,895+153.3% | $3,821+91.9% | $3,952+85.6% |
| Admin fee / account holder | $78,967 | $3,343+2262.3% | $3,619+2082.0% | $6,260+1161.5% |