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 5-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 | $219,582 | $124,881+75.8% | $209,409+4.9% | $116,875+87.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.4%+19.6pp | 74.5%+25.5pp |
| Annual return | 9.48% | 14.56%-5.1pp | 159.49%-150.0pp | 16.29%-6.8pp |
| Employer contribution / active EE | $6,750 | $2,588+160.9% | $5,035+34.1% | $3,288+105.3% |
| Participant deferral / active EE | $17,893 | $3,793+371.8% | $4,230+323.0% | $3,885+360.6% |
| Admin fee / account holder | $3,368 | $12,933-74.0% | $16,474-79.6% | $12,263-72.5% |