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 4-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 | $130,947 | $96,305+36.0% | $80,569+62.5% | $139,434-6.1% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.5pp |
| Annual return | 8.21% | 1350.08%-1341.9pp | 935.43%-927.2pp | 372.94%-364.7pp |
| Employer contribution / active EE | $7,409 | $3,262+127.1% | $2,723+172.0% | $4,751+55.9% |
| Participant deferral / active EE | $4,013 | $5,232-23.3% | $4,447-9.8% | $6,710-40.2% |
| Admin fee / account holder | $14,320 | $6,599+117.0% | $5,377+166.3% | $11,403+25.6% |