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 | $199,397 | $65,365+205.1% | $92,893+114.7% | $72,985+173.2% |
| Participation rate | 96.4% | 68.3%+28.1pp | 76.0%+20.4pp | 69.5%+26.9pp |
| Annual return | 14.38% | 42.10%-27.7pp | 109.41%-95.0pp | 81.00%-66.6pp |
| Employer contribution / active EE | $7,710 | $2,594+197.2% | $3,653+111.1% | $2,440+216.0% |
| Participant deferral / active EE | $5,564 | $3,128+77.9% | $4,236+31.3% | $3,607+54.2% |
| Admin fee / account holder | $4,281 | $4,251+0.7% | $5,794-26.1% | $5,124-16.5% |