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 | $172,118 | $57,281+200.5% | $86,612+98.7% | $75,163+129.0% |
| Participation rate | 96.4% | 63.2%+33.2pp | 71.7%+24.7pp | 67.2%+29.2pp |
| Annual return | 13.21% | 2670.75%-2657.5pp | 591.07%-577.9pp | 160.62%-147.4pp |
| Employer contribution / active EE | $2,649 | $2,314+14.4% | $3,022-12.4% | $2,670-0.8% |
| Participant deferral / active EE | $3,333 | $3,318+0.5% | $4,438-24.9% | $4,125-19.2% |
| Admin fee / account holder | $37,149 | $4,112+803.5% | $5,614+561.7% | $5,651+557.4% |