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 | $185,193 | $102,317+81.0% | $146,958+26.0% | $80,856+129.0% |
| Participation rate | 80.3% | 75.8%+4.5pp | 82.2%-1.9pp | 67.6%+12.7pp |
| Annual return | 9.30% | 134.76%-125.5pp | 418.34%-409.0pp | 35.59%-26.3pp |
| Employer contribution / active EE | $8,252 | $3,713+122.2% | $4,933+67.3% | $2,755+199.5% |
| Participant deferral / active EE | $6,676 | $6,644+0.5% | $8,070-17.3% | $4,296+55.4% |
| Admin fee / account holder | $11,849 | $7,941+49.2% | $12,998-8.8% | $6,918+71.3% |