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 | $195,040 | $65,365+198.4% | $92,893+110.0% | $72,985+167.2% |
| Participation rate | 93.3% | 68.3%+25.0pp | 76.0%+17.3pp | 69.5%+23.8pp |
| Annual return | 10.27% | 42.10%-31.8pp | 109.41%-99.1pp | 81.00%-70.7pp |
| Employer contribution / active EE | $7,433 | $2,594+186.5% | $3,653+103.5% | $2,440+204.6% |
| Participant deferral / active EE | $2,034 | $3,128-35.0% | $4,236-52.0% | $3,607-43.6% |
| Admin fee / account holder | $3,510 | $4,251-17.4% | $5,794-39.4% | $5,124-31.5% |