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 | $199,444 | $63,346+214.8% | $92,233+116.2% | $70,131+184.4% |
| Participation rate | 97.9% | 68.7%+29.2pp | 76.5%+21.4pp | 69.5%+28.3pp |
| Annual return | 12.21% | 530.12%-517.9pp | 176.28%-164.1pp | 73.14%-60.9pp |
| Employer contribution / active EE | $8,726 | $2,471+253.1% | $3,679+137.2% | $2,342+272.5% |
| Participant deferral / active EE | $2,496 | $2,854-12.6% | $3,897-36.0% | $3,332-25.1% |
| Admin fee / account holder | $907 | $3,840-76.4% | $5,194-82.5% | $4,645-80.5% |