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 | $194,694 | $63,346+207.4% | $92,233+111.1% | $70,131+177.6% |
| Participation rate | 98.4% | 68.7%+29.8pp | 76.5%+22.0pp | 69.5%+28.9pp |
| Annual return | 7.84% | 530.12%-522.3pp | 176.28%-168.4pp | 73.14%-65.3pp |
| Employer contribution / active EE | $15,280 | $2,471+518.4% | $3,679+315.3% | $2,342+552.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,349 | $3,840+143.4% | $5,194+80.0% | $4,645+101.2% |