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 | $133,170 | $105,181+26.6% | $159,436-16.5% | $85,850+55.1% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.8%+14.5pp | 69.3%+28.1pp |
| Annual return | 9.71% | 45.07%-35.4pp | 263.57%-253.9pp | 318.53%-308.8pp |
| Employer contribution / active EE | $5,787 | $3,318+74.4% | $4,829+19.8% | $2,565+125.6% |
| Participant deferral / active EE | $6,661 | $5,945+12.1% | $7,352-9.4% | $3,952+68.6% |
| Admin fee / account holder | $35,466 | $6,933+411.5% | $10,799+228.4% | $6,260+466.6% |