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 | $249,813 | $102,317+144.2% | $146,958+70.0% | $80,856+209.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.76% | 134.76%-123.0pp | 418.34%-406.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $4,292 | $3,713+15.6% | $4,933-13.0% | $2,755+55.8% |
| Participant deferral / active EE | $13,815 | $6,644+107.9% | $8,070+71.2% | $4,296+221.6% |
| Admin fee / account holder | $17,207 | $7,941+116.7% | $12,998+32.4% | $6,918+148.7% |