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 | $231,649 | $100,041+131.6% | $149,718+54.7% | $70,131+230.3% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.1%+1.8pp | 69.5%+19.3pp |
| Annual return | 12.10% | 27.43%-15.3pp | 1501.63%-1489.5pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,374 | $3,662-62.5% | $5,445-74.8% | $2,342-41.4% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $19,313 | $8,286+133.1% | $11,283+71.2% | $4,645+315.7% |