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 3-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 | $128,064 | $214,378-40.3% | $200,582-36.2% | $142,382-10.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.94% | 46.41%-36.5pp | 42.33%-32.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $16,658 | $6,841+143.5% | $6,419+159.5% | $4,299+287.5% |
| Participant deferral / active EE | $13,431 | $9,865+36.1% | $9,331+43.9% | $6,507+106.4% |
| Admin fee / account holder | $655,845 | $17,692+3607.0% | $16,305+3922.5% | $12,624+5095.3% |