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 | $237,736 | $95,416+149.2% | $185,823+27.9% | $85,850+176.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.90% | 23.59%-12.7pp | 122.05%-111.1pp | 318.53%-307.6pp |
| Employer contribution / active EE | $4,731 | $3,314+42.8% | $5,167-8.4% | $2,565+84.4% |
| Participant deferral / active EE | $6,005 | $3,423+75.4% | $5,568+7.8% | $3,952+52.0% |
| Admin fee / account holder | $43,088 | $7,213+497.4% | $16,237+165.4% | $6,260+588.3% |