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 | $230,141 | $98,750+133.1% | $149,696+53.7% | $79,858+188.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.76% | 27.43%-16.7pp | 276.60%-265.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $8,000 | $3,216+148.7% | $4,644+72.3% | $2,471+223.8% |
| Participant deferral / active EE | $11,163 | $5,680+96.5% | $6,842+63.2% | $3,740+198.5% |
| Admin fee / account holder | $72,169 | $6,053+1092.4% | $9,309+675.3% | $5,306+1260.1% |