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 | $112,350 | $58,927+90.7% | $76,817+46.3% | $72,985+53.9% |
| Participation rate | 85.1% | 67.3%+17.8pp | 72.1%+13.0pp | 69.5%+15.6pp |
| Annual return | 5.92% | 2305.64%-2299.7pp | 1166.11%-1160.2pp | 81.00%-75.1pp |
| Employer contribution / active EE | $5,886 | $1,787+229.4% | $2,302+155.7% | $2,440+141.2% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $14,371 | $4,013+258.1% | $6,420+123.9% | $5,124+180.4% |