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 | $214,782 | $126,574+69.7% | $106,213+102.2% | $145,922+47.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 2.26% | 224.79%-222.5pp | 116.14%-113.9pp | 561.29%-559.0pp |
| Employer contribution / active EE | $3,200 | $3,730-14.2% | $3,171+0.9% | $4,660-31.3% |
| Participant deferral / active EE | $6,440 | $5,724+12.5% | $5,016+28.4% | $6,688-3.7% |
| Admin fee / account holder | $23,881 | $17,304+38.0% | $11,033+116.4% | $13,397+78.3% |