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 | $207,742 | $91,190+127.8% | $178,490+16.4% | $79,858+160.1% |
| Participation rate | 98.5% | 69.2%+29.3pp | 81.9%+16.6pp | 69.6%+28.9pp |
| Annual return | 8.06% | 24.19%-16.1pp | 151.07%-143.0pp | 31.71%-23.7pp |
| Employer contribution / active EE | $10,269 | $3,256+215.4% | $5,011+104.9% | $2,471+315.6% |
| Participant deferral / active EE | $8,525 | $3,236+163.4% | $5,202+63.9% | $3,740+128.0% |
| Admin fee / account holder | $3,315 | $6,751-50.9% | $13,984-76.3% | $5,306-37.5% |