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 | $122,261 | $95,266+28.3% | $82,389+48.4% | $142,382-14.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 9.52% | 25.74%-16.2pp | 28.67%-19.2pp | 217.08%-207.6pp |
| Employer contribution / active EE | $22,000 | $2,991+635.5% | $2,517+774.0% | $4,299+411.7% |
| Participant deferral / active EE | $9,460 | $4,809+96.7% | $4,155+127.7% | $6,507+45.4% |
| Admin fee / account holder | $1,033 | $8,563-87.9% | $7,231-85.7% | $12,624-91.8% |