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 | $130,120 | $85,766+51.7% | $136,294-4.5% | $70,131+85.5% |
| Participation rate | 98.8% | 74.2%+24.6pp | 81.9%+16.8pp | 69.5%+29.2pp |
| Annual return | 12.35% | 31.45%-19.1pp | 5155.94%-5143.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $4,486 | $2,966+51.3% | $4,695-4.5% | $2,342+91.5% |
| Participant deferral / active EE | $7,422 | $5,051+46.9% | $6,247+18.8% | $3,332+122.8% |
| Admin fee / account holder | $3,342 | $5,420-38.3% | $9,243-63.8% | $4,645-28.1% |