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 | $230,280 | $78,422+193.6% | $95,952+140.0% | $79,858+188.4% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.4pp | 69.6%+26.8pp |
| Annual return | 7.03% | 19.37%-12.3pp | 91.61%-84.6pp | 31.71%-24.7pp |
| Employer contribution / active EE | $14,286 | $1,945+634.5% | $2,541+462.2% | $2,471+478.2% |
| Participant deferral / active EE | $4,037 | $3,440+17.3% | $4,167-3.1% | $3,740+7.9% |
| Admin fee / account holder | $4,990 | $5,622-11.2% | $6,795-26.6% | $5,306-6.0% |