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 | $248,864 | $53,516+365.0% | $126,539+96.7% | $84,808+193.4% |
| Participation rate | 76.1% | 58.2%+17.8pp | 69.8%+6.3pp | 68.3%+7.8pp |
| Annual return | 12.36% | 58.34%-46.0pp | 425.95%-413.6pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,587 | $1,535+68.6% | $3,674-29.6% | $2,631-1.7% |
| Participant deferral / active EE | $5,991 | $2,671+124.3% | $4,083+46.7% | $4,212+42.2% |
| Admin fee / account holder | $10,506 | $4,497+133.6% | $6,065+73.2% | $7,344+43.1% |