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 | $188,359 | $54,705+244.3% | $71,209+164.5% | $84,808+122.1% |
| Participation rate | 97.6% | 64.1%+33.5pp | 73.8%+23.8pp | 68.3%+29.3pp |
| Annual return | 11.93% | 35.90%-24.0pp | 282.51%-270.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $7,520 | $2,158+248.5% | $2,721+176.4% | $2,631+185.8% |
| Participant deferral / active EE | $2,547 | $3,030-16.0% | $4,175-39.0% | $4,212-39.5% |
| Admin fee / account holder | $13,061 | $4,863+168.6% | $5,349+144.2% | $7,344+77.9% |