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 9-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 | $177,477 | $98,750+79.7% | $149,696+18.6% | $79,858+122.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.97% | 27.43%-16.5pp | 276.60%-265.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $7,784 | $3,216+142.0% | $4,644+67.6% | $2,471+215.0% |
| Participant deferral / active EE | $5,002 | $5,680-11.9% | $6,842-26.9% | $3,740+33.7% |
| Admin fee / account holder | $5,553 | $6,053-8.3% | $9,309-40.3% | $5,306+4.6% |