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 | $107,470 | $57,281+87.6% | $86,612+24.1% | $75,163+43.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.06% | 2670.75%-2657.7pp | 591.07%-578.0pp | 160.62%-147.6pp |
| Employer contribution / active EE | $3,638 | $2,314+57.2% | $3,022+20.4% | $2,670+36.3% |
| Participant deferral / active EE | $3,828 | $3,318+15.4% | $4,438-13.7% | $4,125-7.2% |
| Admin fee / account holder | $10,343 | $4,112+151.5% | $5,614+84.2% | $5,651+83.0% |