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 | $249,393 | $102,317+143.7% | $146,958+69.7% | $80,856+208.4% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 10.71% | 134.76%-124.1pp | 418.34%-407.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $13,890 | $3,713+274.1% | $4,933+181.6% | $2,755+404.2% |
| Participant deferral / active EE | $11,445 | $6,644+72.3% | $8,070+41.8% | $4,296+166.4% |
| Admin fee / account holder | $2,935 | $7,941-63.0% | $12,998-77.4% | $6,918-57.6% |