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 | $202,810 | $137,414+47.6% | $189,513+7.0% | $85,850+136.2% |
| Participation rate | 95.3% | 84.6%+10.7pp | 87.8%+7.5pp | 69.3%+26.0pp |
| Annual return | 6.19% | 38.14%-31.9pp | 555.15%-549.0pp | 318.53%-312.3pp |
| Employer contribution / active EE | $4,063 | $4,344-6.5% | $6,162-34.1% | $2,565+58.4% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,224 | $8,630-39.5% | $12,045-56.6% | $6,260-16.5% |