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 4-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 | $239,849 | $148,978+61.0% | $200,582+19.6% | $84,808+182.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 10.72% | 28.16%-17.4pp | 42.33%-31.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $7,204 | $4,815+49.6% | $6,419+12.2% | $2,631+173.8% |
| Participant deferral / active EE | $13,991 | $7,142+95.9% | $9,331+49.9% | $4,212+232.2% |
| Admin fee / account holder | $8,923 | $13,977-36.2% | $16,305-45.3% | $7,344+21.5% |