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 | $238,744 | $64,839+268.2% | $95,585+149.8% | $84,808+181.5% |
| Participation rate | 76.9% | 63.8%+13.1pp | 72.1%+4.8pp | 68.3%+8.6pp |
| Annual return | 9.72% | -670.96%+680.7pp | 38.56%-28.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $4,510 | $1,759+156.4% | $2,527+78.5% | $2,631+71.4% |
| Participant deferral / active EE | $6,234 | $2,965+110.3% | $4,023+55.0% | $4,212+48.0% |
| Admin fee / account holder | $5,017 | $5,964-15.9% | $6,127-18.1% | $7,344-31.7% |