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 | $192,971 | $109,881+75.6% | $150,045+28.6% | $84,808+127.5% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.9pp | 68.3%+27.9pp |
| Annual return | 13.08% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $5,973 | $3,561+67.7% | $4,693+27.3% | $2,631+127.0% |
| Participant deferral / active EE | $7,018 | $6,636+5.8% | $7,997-12.2% | $4,212+66.6% |
| Admin fee / account holder | $47,574 | $8,568+455.3% | $13,435+254.1% | $7,344+547.8% |