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 | $227,059 | $63,861+255.6% | $104,607+117.1% | $79,858+184.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 7.84% | 21.30%-13.5pp | 340.46%-332.6pp | 31.71%-23.9pp |
| Employer contribution / active EE | $7,307 | $1,588+360.0% | $2,681+172.6% | $2,471+195.7% |
| Participant deferral / active EE | $2,550 | $2,693-5.3% | $3,740-31.8% | $3,740-31.8% |
| Admin fee / account holder | $25,041 | $4,185+498.4% | $6,473+286.8% | $5,306+371.9% |