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 | $211,305 | $133,922+57.8% | $116,228+81.8% | $142,382+48.4% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.6%+17.1pp | 80.1%+11.5pp |
| Annual return | 9.05% | 147.76%-138.7pp | 90.06%-81.0pp | 217.08%-208.0pp |
| Employer contribution / active EE | $2,092 | $3,446-39.3% | $2,994-30.1% | $4,299-51.3% |
| Participant deferral / active EE | $7,338 | $5,672+29.4% | $4,953+48.1% | $6,507+12.8% |
| Admin fee / account holder | $31,343 | $14,945+109.7% | $11,989+161.4% | $12,624+148.3% |