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 | $111,248 | $48,795+128.0% | $65,493+69.9% | $84,808+31.2% |
| Participation rate | 97.6% | 67.0%+30.6pp | 73.1%+24.5pp | 68.3%+29.3pp |
| Annual return | 9.85% | 20.20%-10.3pp | 982.45%-972.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $7,381 | $1,930+282.5% | $2,574+186.7% | $2,631+180.5% |
| Participant deferral / active EE | $5,823 | $2,928+98.8% | $3,961+47.0% | $4,212+38.3% |
| Admin fee / account holder | $43,417 | $3,877+1019.9% | $5,028+763.5% | $7,344+491.2% |