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 | $88,241 | $48,795+80.8% | $65,493+34.7% | $84,808+4.0% |
| Participation rate | 96.7% | 67.0%+29.7pp | 73.1%+23.6pp | 68.3%+28.4pp |
| Annual return | 11.52% | 20.20%-8.7pp | 982.45%-970.9pp | 40.90%-29.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,352 | $2,928+116.9% | $3,961+60.4% | $4,212+50.8% |
| Admin fee / account holder | $10,771 | $3,877+177.8% | $5,028+114.2% | $7,344+46.7% |