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 | $241,942 | $54,590+343.2% | $81,930+195.3% | $73,488+229.2% |
| Participation rate | 91.3% | 68.3%+23.0pp | 72.0%+19.3pp | 70.7%+20.6pp |
| Annual return | 8.09% | 17.74%-9.6pp | 29.49%-21.4pp | 28.51%-20.4pp |
| Employer contribution / active EE | $16,104 | $1,636+884.4% | $4,310+273.6% | $2,270+609.4% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,182 | $592+437.5% | $5,158-38.3% | $513+520.2% |