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 4-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 | $215,688 | $95,803+125.1% | $113,168+90.6% | $84,808+154.3% |
| Participation rate | 98.6% | 72.9%+25.7pp | 76.6%+22.0pp | 68.3%+30.3pp |
| Annual return | 4.73% | 25.00%-20.3pp | 24.27%-19.5pp | 40.90%-36.2pp |
| Employer contribution / active EE | $6,803 | $2,360+188.3% | $2,975+128.6% | $2,631+158.6% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,574 | $8,989-71.4% | $12,068-78.7% | $7,344-64.9% |