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 | $190,400 | $71,809+165.1% | $61,048+211.9% | $152,861+24.6% |
| Participation rate | 75.0% | 84.2%-9.2pp | 79.3%-4.3pp | 82.4%-7.4pp |
| Annual return | 2.14% | 29.74%-27.6pp | 26.18%-24.0pp | 345.32%-343.2pp |
| Employer contribution / active EE | $20,012 | $4,545+340.3% | $3,716+438.5% | $4,762+320.2% |
| Participant deferral / active EE | $9,475 | $5,467+73.3% | $4,470+111.9% | $5,850+62.0% |
| Admin fee / account holder | $3,974 | $4,750-16.3% | $3,728+6.6% | $11,596-65.7% |