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 | $135,221 | $89,355+51.3% | $141,162-4.2% | $72,985+85.3% |
| Participation rate | 94.1% | 75.1%+19.0pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 18.68% | 111.85%-93.2pp | 71.39%-52.7pp | 81.00%-62.3pp |
| Employer contribution / active EE | $3,872 | $3,114+24.3% | $4,735-18.2% | $2,440+58.7% |
| Participant deferral / active EE | $6,967 | $5,418+28.6% | $6,709+3.8% | $3,607+93.1% |
| Admin fee / account holder | $18,804 | $5,958+215.6% | $10,261+83.3% | $5,124+266.9% |