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 | $237,892 | $77,503+206.9% | $100,391+137.0% | $80,856+194.2% |
| Participation rate | 96.6% | 76.9%+19.6pp | 81.5%+15.1pp | 67.6%+28.9pp |
| Annual return | 9.70% | 37.20%-27.5pp | 49.20%-39.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $2,205 | $2,801-21.3% | $3,942-44.0% | $2,755-19.9% |
| Participant deferral / active EE | $4,920 | $6,820-27.9% | $8,082-39.1% | $4,296+14.5% |
| Admin fee / account holder | $60,539 | $5,897+926.6% | $7,899+666.4% | $6,918+775.1% |