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 | $180,732 | $98,750+83.0% | $149,696+20.7% | $79,858+126.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.65% | 27.43%-15.8pp | 276.60%-265.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $6,824 | $3,216+112.2% | $4,644+46.9% | $2,471+176.2% |
| Participant deferral / active EE | $7,926 | $5,680+39.5% | $6,842+15.9% | $3,740+111.9% |
| Admin fee / account holder | $3,927 | $6,053-35.1% | $9,309-57.8% | $5,306-26.0% |