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 | $184,427 | $65,365+182.1% | $92,893+98.5% | $72,985+152.7% |
| Participation rate | 90.6% | 68.3%+22.3pp | 76.0%+14.6pp | 69.5%+21.1pp |
| Annual return | 4.26% | 42.10%-37.8pp | 109.41%-105.2pp | 81.00%-76.7pp |
| Employer contribution / active EE | $7,570 | $2,594+191.8% | $3,653+107.2% | $2,440+210.3% |
| Participant deferral / active EE | $6,576 | $3,128+110.2% | $4,236+55.2% | $3,607+82.3% |
| Admin fee / account holder | $1,856 | $4,251-56.3% | $5,794-68.0% | $5,124-63.8% |