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 | $109,425 | $102,317+6.9% | $146,958-25.5% | $80,856+35.3% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.2%+11.8pp | 67.6%+26.4pp |
| Annual return | 10.64% | 134.76%-124.1pp | 418.34%-407.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $3,228 | $3,713-13.1% | $4,933-34.6% | $2,755+17.2% |
| Participant deferral / active EE | $9,328 | $6,644+40.4% | $8,070+15.6% | $4,296+117.1% |
| Admin fee / account holder | $4,173 | $7,941-47.4% | $12,998-67.9% | $6,918-39.7% |