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 | $226,013 | $72,492+211.8% | $87,100+159.5% | $72,985+209.7% |
| Participation rate | 93.8% | 72.8%+20.9pp | 76.9%+16.9pp | 69.5%+24.3pp |
| Annual return | 15.67% | 24.46%-8.8pp | 28.19%-12.5pp | 81.00%-65.3pp |
| Employer contribution / active EE | $7,277 | $1,894+284.2% | $2,521+188.6% | $2,440+198.2% |
| Participant deferral / active EE | $3,838 | $3,270+17.4% | $4,049-5.2% | $3,607+6.4% |
| Admin fee / account holder | $21,012 | $5,055+315.7% | $7,497+180.3% | $5,124+310.0% |