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 | $215,616 | $54,705+294.1% | $71,209+202.8% | $84,808+154.2% |
| Participation rate | 96.4% | 64.1%+32.3pp | 73.8%+22.6pp | 68.3%+28.1pp |
| Annual return | 10.87% | 35.90%-25.0pp | 282.51%-271.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $14,426 | $2,158+568.5% | $2,721+430.2% | $2,631+448.3% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $10,636 | $4,863+118.7% | $5,349+98.9% | $7,344+44.8% |