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 5-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 | $169,799 | $106,515+59.4% | $96,683+75.6% | $139,434+21.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.10% | 38.43%-29.3pp | 35.69%-26.6pp | 372.94%-363.8pp |
| Employer contribution / active EE | $14,339 | $4,103+249.5% | $3,737+283.7% | $4,751+201.8% |
| Participant deferral / active EE | $2,539 | $5,454-53.5% | $4,878-48.0% | $6,710-62.2% |
| Admin fee / account holder | $10,304 | $7,877+30.8% | $6,730+53.1% | $11,403-9.6% |