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 | $239,447 | $93,571+155.9% | $135,903+76.2% | $75,163+218.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.84% | 30.90%-16.1pp | 68.23%-53.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $8,056 | $3,537+127.8% | $4,856+65.9% | $2,670+201.8% |
| Participant deferral / active EE | $8,125 | $6,404+26.9% | $7,758+4.7% | $4,125+97.0% |
| Admin fee / account holder | $14,921 | $6,975+113.9% | $10,762+38.6% | $5,651+164.0% |