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 7-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 | $137,774 | $105,126+31.1% | $94,646+45.6% | $139,434-1.2% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 8.77% | 38.03%-29.3pp | 156.71%-147.9pp | 372.94%-364.2pp |
| Employer contribution / active EE | $2,508 | $4,106-38.9% | $3,672-31.7% | $4,751-47.2% |
| Participant deferral / active EE | $10,966 | $7,599+44.3% | $7,418+47.8% | $6,710+63.4% |
| Admin fee / account holder | $89,840 | $8,984+900.0% | $7,231+1142.5% | $11,403+687.9% |