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 | $234,531 | $102,317+129.2% | $146,958+59.6% | $80,856+190.1% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 11.41% | 134.76%-123.4pp | 418.34%-406.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $7,307 | $3,713+96.8% | $4,933+48.1% | $2,755+165.2% |
| Participant deferral / active EE | $9,109 | $6,644+37.1% | $8,070+12.9% | $4,296+112.0% |
| Admin fee / account holder | $29,536 | $7,941+271.9% | $12,998+127.2% | $6,918+326.9% |