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 | $218,384 | $61,605+254.5% | $112,229+94.6% | $75,163+190.5% |
| Participation rate | 96.9% | 61.7%+35.2pp | 72.4%+24.4pp | 67.2%+29.7pp |
| Annual return | 7.53% | 28.47%-20.9pp | 30.20%-22.7pp | 160.62%-153.1pp |
| Employer contribution / active EE | $10,706 | $2,015+431.2% | $3,430+212.1% | $2,670+301.0% |
| Participant deferral / active EE | $4,509 | $3,108+45.1% | $4,798-6.0% | $4,125+9.3% |
| Admin fee / account holder | $98,027 | $4,862+1916.1% | $7,748+1165.1% | $5,651+1634.7% |