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 5-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 | $89,464 | $58,927+51.8% | $76,817+16.5% | $72,985+22.6% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 13.49% | 2305.64%-2292.2pp | 1166.11%-1152.6pp | 81.00%-67.5pp |
| Employer contribution / active EE | $1,753 | $1,787-1.9% | $2,302-23.8% | $2,440-28.1% |
| Participant deferral / active EE | $5,266 | $2,690+95.7% | $3,336+57.9% | $3,607+46.0% |
| Admin fee / account holder | $4,873 | $4,013+21.4% | $6,420-24.1% | $5,124-4.9% |