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 | $244,770 | $94,625+158.7% | $116,228+110.6% | $84,808+188.6% |
| Participation rate | 97.6% | 70.4%+27.2pp | 74.6%+23.1pp | 68.3%+29.3pp |
| Annual return | 4.82% | 20.40%-15.6pp | 90.06%-85.2pp | 40.90%-36.1pp |
| Employer contribution / active EE | $15,918 | $2,347+578.3% | $2,994+431.6% | $2,631+505.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $20,670 | $10,091+104.8% | $11,989+72.4% | $7,344+181.5% |