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 6-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 | $200,452 | $80,717+148.3% | $154,803+29.5% | $84,808+136.4% |
| Participation rate | 93.5% | 66.8%+26.7pp | 78.1%+15.5pp | 68.3%+25.2pp |
| Annual return | 12.68% | 37.96%-25.3pp | 58.88%-46.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $5,230 | $2,761+89.4% | $4,305+21.5% | $2,631+98.8% |
| Participant deferral / active EE | $4,885 | $3,303+47.9% | $5,540-11.8% | $4,212+16.0% |
| Admin fee / account holder | $1,593 | $6,746-76.4% | $14,329-88.9% | $7,344-78.3% |