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 | $249,446 | $107,334+132.4% | $92,893+168.5% | $152,861+63.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 2.99% | 145.58%-142.6pp | 109.41%-106.4pp | 345.32%-342.3pp |
| Employer contribution / active EE | $4,174 | $4,221-1.1% | $3,653+14.3% | $4,762-12.4% |
| Participant deferral / active EE | $9,356 | $4,845+93.1% | $4,236+120.9% | $5,850+59.9% |
| Admin fee / account holder | $8,797 | $7,079+24.3% | $5,794+51.8% | $11,596-24.1% |