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 | $209,015 | $68,547+204.9% | $120,354+73.7% | $80,856+158.5% |
| Participation rate | 96.8% | 61.6%+35.2pp | 71.9%+24.9pp | 67.6%+29.1pp |
| Annual return | 7.89% | 23.60%-15.7pp | 107.15%-99.3pp | 35.59%-27.7pp |
| Employer contribution / active EE | $11,117 | $2,051+442.0% | $3,463+221.1% | $2,755+303.6% |
| Participant deferral / active EE | $4,902 | $3,173+54.5% | $4,991-1.8% | $4,296+14.1% |
| Admin fee / account holder | $43,639 | $5,732+661.3% | $9,423+363.1% | $6,918+530.8% |