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 | $138,023 | $214,378-35.6% | $200,582-31.2% | $142,382-3.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.57% | 46.41%-39.8pp | 42.33%-35.8pp | 217.08%-210.5pp |
| Employer contribution / active EE | $23,485 | $6,841+243.3% | $6,419+265.9% | $4,299+446.3% |
| Participant deferral / active EE | $19,893 | $9,865+101.7% | $9,331+113.2% | $6,507+205.7% |
| Admin fee / account holder | $140,656 | $17,692+695.0% | $16,305+762.7% | $12,624+1014.2% |