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 | $114,312 | $53,516+113.6% | $126,539-9.7% | $84,808+34.8% |
| Participation rate | 97.8% | 58.2%+39.6pp | 69.8%+28.0pp | 68.3%+29.5pp |
| Annual return | 10.42% | 58.34%-47.9pp | 425.95%-415.5pp | 40.90%-30.5pp |
| Employer contribution / active EE | $5,187 | $1,535+237.9% | $3,674+41.2% | $2,631+97.1% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $4,083-100.0% | $4,212-100.0% |
| Admin fee / account holder | $9,527 | $4,497+111.9% | $6,065+57.1% | $7,344+29.7% |