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 | $94,814 | $201,272-52.9% | $184,203-48.5% | $145,922-35.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 8.09% | 29.00%-20.9pp | 28.81%-20.7pp | 561.29%-553.2pp |
| Employer contribution / active EE | $15,540 | $7,022+121.3% | $6,427+141.8% | $4,660+233.5% |
| Participant deferral / active EE | $27,573 | $9,806+181.2% | $9,131+202.0% | $6,688+312.3% |
| Admin fee / account holder | $214,950 | $16,364+1213.6% | $13,901+1446.3% | $13,397+1504.5% |