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 | $249,074 | $159,602+56.1% | $150,045+66.0% | $142,382+74.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.17% | 70.24%-59.1pp | 62.55%-51.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $13,919 | $4,961+180.6% | $4,693+196.6% | $4,299+223.8% |
| Participant deferral / active EE | $6,533 | $8,310-21.4% | $7,997-18.3% | $6,507+0.4% |
| Admin fee / account holder | $209,878 | $14,846+1313.7% | $13,435+1462.2% | $12,624+1562.6% |