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 | $209,830 | $48,570+332.0% | $130,648+60.6% | $72,985+187.5% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 13.38% | 38.63%-25.2pp | 1708.96%-1695.6pp | 81.00%-67.6pp |
| Employer contribution / active EE | $16,839 | $1,334+1162.2% | $4,092+311.5% | $2,440+590.2% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $7,444 | $3,549+109.8% | $5,464+36.2% | $5,124+45.3% |