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 | $174,319 | $89,355+95.1% | $141,162+23.5% | $72,985+138.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 4.65% | 111.85%-107.2pp | 71.39%-66.7pp | 81.00%-76.3pp |
| Employer contribution / active EE | $4,637 | $3,114+48.9% | $4,735-2.1% | $2,440+90.1% |
| Participant deferral / active EE | $6,096 | $5,418+12.5% | $6,709-9.1% | $3,607+69.0% |
| Admin fee / account holder | $23,281 | $5,958+290.7% | $10,261+126.9% | $5,124+354.3% |