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 | $110,164 | $81,460+35.2% | $103,333+6.6% | $80,856+36.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.91% | 25.55%-15.6pp | 24.88%-15.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $16,849 | $3,105+442.6% | $3,868+335.6% | $2,755+511.6% |
| Participant deferral / active EE | $8,972 | $3,869+131.9% | $5,057+77.4% | $4,296+108.9% |
| Admin fee / account holder | $21,645 | $6,566+229.6% | $8,355+159.1% | $6,918+212.9% |