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 9-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 | $221,033 | $124,281+77.8% | $109,143+102.5% | $167,490+32.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.36% | 26.04%-16.7pp | 25.75%-16.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $6,118 | $4,207+45.4% | $3,722+64.4% | $4,837+26.5% |
| Participant deferral / active EE | $10,268 | $5,255+95.4% | $4,653+120.7% | $6,341+61.9% |
| Admin fee / account holder | $2,119 | $7,970-73.4% | $6,752-68.6% | $12,309-82.8% |