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 | $227,352 | $111,754+103.4% | $103,333+120.0% | $145,922+55.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 7.73% | 24.77%-17.0pp | 24.88%-17.2pp | 561.29%-553.6pp |
| Employer contribution / active EE | $960 | $4,212-77.2% | $3,868-75.2% | $4,660-79.4% |
| Participant deferral / active EE | $2,879 | $5,619-48.8% | $5,057-43.1% | $6,688-57.0% |
| Admin fee / account holder | $2,320 | $9,750-76.2% | $8,355-72.2% | $13,397-82.7% |