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 | $175,121 | $74,888+133.8% | $71,209+145.9% | $142,382+23.0% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 12.41% | 345.14%-332.7pp | 282.51%-270.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $9,775 | $2,854+242.4% | $2,721+259.2% | $4,299+127.4% |
| Participant deferral / active EE | $6,657 | $4,454+49.4% | $4,175+59.4% | $6,507+2.3% |
| Admin fee / account holder | $3,193 | $5,568-42.7% | $5,349-40.3% | $12,624-74.7% |