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 3-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 | $98,477 | $214,378-54.1% | $200,582-50.9% | $142,382-30.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.86% | 46.41%-36.5pp | 42.33%-32.5pp | 217.08%-207.2pp |
| Employer contribution / active EE | $17,417 | $6,841+154.6% | $6,419+171.3% | $4,299+305.1% |
| Participant deferral / active EE | $16,200 | $9,865+64.2% | $9,331+73.6% | $6,507+149.0% |
| Admin fee / account holder | $2,983 | $17,692-83.1% | $16,305-81.7% | $12,624-76.4% |