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 | $179,988 | $79,944+125.1% | $98,439+82.8% | $75,163+139.5% |
| Participation rate | 92.0% | 70.4%+21.6pp | 75.2%+16.8pp | 67.2%+24.8pp |
| Annual return | 0.33% | 19.75%-19.4pp | 21.16%-20.8pp | 160.62%-160.3pp |
| Employer contribution / active EE | $12,894 | $2,264+469.6% | $3,048+323.0% | $2,670+382.9% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $22,754 | $6,840+232.7% | $8,948+154.3% | $5,651+302.7% |