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 | $188,528 | $48,795+286.4% | $65,493+187.9% | $84,808+122.3% |
| Participation rate | 95.4% | 67.0%+28.4pp | 73.1%+22.3pp | 68.3%+27.1pp |
| Annual return | 9.26% | 20.20%-10.9pp | 982.45%-973.2pp | 40.90%-31.6pp |
| Employer contribution / active EE | $12,203 | $1,930+532.4% | $2,574+374.0% | $2,631+363.8% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,955 | $3,877+105.2% | $5,028+58.2% | $7,344+8.3% |