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 | $214,793 | $102,317+109.9% | $146,958+46.2% | $80,856+165.6% |
| Participation rate | 87.8% | 75.8%+11.9pp | 82.2%+5.6pp | 67.6%+20.1pp |
| Annual return | 10.75% | 134.76%-124.0pp | 418.34%-407.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,730 | $6,644+1.3% | $8,070-16.6% | $4,296+56.7% |
| Admin fee / account holder | $7,287 | $7,941-8.2% | $12,998-43.9% | $6,918+5.3% |