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 8-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 | $245,758 | $70,669+247.8% | $169,368+45.1% | $75,163+227.0% |
| Participation rate | 85.1% | 64.8%+20.3pp | 77.1%+8.0pp | 67.2%+17.9pp |
| Annual return | 12.56% | 36.36%-23.8pp | 405.60%-393.0pp | 160.62%-148.1pp |
| Employer contribution / active EE | $4,957 | $2,211+124.2% | $4,013+23.5% | $2,670+85.7% |
| Participant deferral / active EE | $9,608 | $4,311+122.9% | $6,221+54.4% | $4,125+132.9% |
| Admin fee / account holder | $17,041 | $5,402+215.4% | $9,003+89.3% | $5,651+201.6% |