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 | $247,302 | $102,317+141.7% | $146,958+68.3% | $80,856+205.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.55% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,079 | $3,713-17.1% | $4,933-37.6% | $2,755+11.8% |
| Participant deferral / active EE | $12,748 | $6,644+91.9% | $8,070+58.0% | $4,296+196.7% |
| Admin fee / account holder | $59,749 | $7,941+652.4% | $12,998+359.7% | $6,918+763.7% |