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 | $201,936 | $102,317+97.4% | $146,958+37.4% | $80,856+149.7% |
| Participation rate | 81.3% | 75.8%+5.4pp | 82.2%-0.9pp | 67.6%+13.6pp |
| Annual return | 11.37% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $14,438 | $3,713+288.8% | $4,933+192.7% | $2,755+424.1% |
| Participant deferral / active EE | $4,290 | $6,644-35.4% | $8,070-46.8% | $4,296-0.1% |
| Admin fee / account holder | $2,127 | $7,941-73.2% | $12,998-83.6% | $6,918-69.3% |