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 | $245,041 | $53,127+361.2% | $86,590+183.0% | $70,131+249.4% |
| Participation rate | 96.7% | 65.3%+31.4pp | 73.5%+23.1pp | 69.5%+27.1pp |
| Annual return | 11.93% | 27.66%-15.7pp | 964.84%-952.9pp | 73.14%-61.2pp |
| Employer contribution / active EE | $2,735 | $2,068+32.2% | $2,839-3.7% | $2,342+16.7% |
| Participant deferral / active EE | $1,684 | $2,696-37.5% | $3,609-53.3% | $3,332-49.5% |
| Admin fee / account holder | $478 | $3,585-86.7% | $4,906-90.3% | $4,645-89.7% |