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 9-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 | $239,495 | $99,985+139.5% | $146,665+63.3% | $85,850+179.0% |
| Participation rate | 90.6% | 73.1%+17.6pp | 80.1%+10.6pp | 69.3%+21.3pp |
| Annual return | 4.78% | 18.93%-14.1pp | 22.74%-18.0pp | 318.53%-313.7pp |
| Employer contribution / active EE | $1,762 | $2,559-31.1% | $4,136-57.4% | $2,565-31.3% |
| Participant deferral / active EE | $4,564 | $4,006+13.9% | $5,506-17.1% | $3,952+15.5% |
| Admin fee / account holder | $67,299 | $7,702+773.7% | $10,280+554.7% | $6,260+975.1% |