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 5-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 | $130,636 | $214,378-39.1% | $200,582-34.9% | $142,382-8.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.47% | 46.41%-34.9pp | 42.33%-30.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $9,687 | $6,841+41.6% | $6,419+50.9% | $4,299+125.3% |
| Participant deferral / active EE | $20,137 | $9,865+104.1% | $9,331+115.8% | $6,507+209.4% |
| Admin fee / account holder | $68,212 | $17,692+285.6% | $16,305+318.4% | $12,624+440.3% |