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 | $235,082 | $109,881+113.9% | $150,045+56.7% | $84,808+177.2% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 11.44% | 28.25%-16.8pp | 62.55%-51.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,591 | $6,636+29.5% | $7,997+7.4% | $4,212+104.0% |
| Admin fee / account holder | $117,955 | $8,568+1276.7% | $13,435+778.0% | $7,344+1506.2% |