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 7-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 | $101,917 | $102,317-0.4% | $146,958-30.6% | $80,856+26.0% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.2%+3.1pp | 67.6%+17.7pp |
| Annual return | 9.24% | 134.76%-125.5pp | 418.34%-409.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $3,851 | $3,713+3.7% | $4,933-21.9% | $2,755+39.8% |
| Participant deferral / active EE | $8,164 | $6,644+22.9% | $8,070+1.2% | $4,296+90.0% |
| Admin fee / account holder | $6,741 | $7,941-15.1% | $12,998-48.1% | $6,918-2.6% |