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 | $166,242 | $111,754+48.8% | $103,333+60.9% | $145,922+13.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.15% | 24.77%-16.6pp | 24.88%-16.7pp | 561.29%-553.1pp |
| Employer contribution / active EE | $21,778 | $4,212+417.0% | $3,868+463.1% | $4,660+367.4% |
| Participant deferral / active EE | $6,400 | $5,619+13.9% | $5,057+26.5% | $6,688-4.3% |
| Admin fee / account holder | $3,767 | $9,750-61.4% | $8,355-54.9% | $13,397-71.9% |