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 | $123,886 | $76,552+61.8% | $123,8920% | $62,891+97.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.69% | 18.68%-14.0pp | 47.52%-42.8pp | 20.14%-15.5pp |
| Employer contribution / active EE | $9,699 | $2,883+236.5% | $4,617+110.1% | $2,281+325.2% |
| Participant deferral / active EE | $9,224 | $4,840+90.6% | $5,984+54.1% | $3,203+188.0% |
| Admin fee / account holder | $13,424 | $4,826+178.2% | $8,357+60.6% | $4,296+212.5% |