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 | $208,531 | $102,317+103.8% | $146,958+41.9% | $80,856+157.9% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.2%+15.0pp | 67.6%+29.5pp |
| Annual return | 10.79% | 134.76%-124.0pp | 418.34%-407.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $11,191 | $3,713+201.4% | $4,933+126.9% | $2,755+306.2% |
| Participant deferral / active EE | $10,081 | $6,644+51.7% | $8,070+24.9% | $4,296+134.7% |
| Admin fee / account holder | $59,029 | $7,941+643.3% | $12,998+354.1% | $6,918+753.3% |