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 | $139,978 | $72,492+93.1% | $87,100+60.7% | $72,985+91.8% |
| Participation rate | 97.2% | 72.8%+24.4pp | 76.9%+20.4pp | 69.5%+27.7pp |
| Annual return | 1.81% | 24.46%-22.6pp | 28.19%-26.4pp | 81.00%-79.2pp |
| Employer contribution / active EE | $5,719 | $1,894+202.0% | $2,521+126.8% | $2,440+134.4% |
| Participant deferral / active EE | $5,422 | $3,270+65.8% | $4,049+33.9% | $3,607+50.3% |
| Admin fee / account holder | $954 | $5,055-81.1% | $7,497-87.3% | $5,124-81.4% |