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 | $134,532 | $34,308+292.1% | $74,701+80.1% | $72,985+84.3% |
| Participation rate | 83.0% | 42.4%+40.6pp | 54.5%+28.6pp | 69.5%+13.5pp |
| Annual return | 16.41% | 26.58%-10.2pp | 752.92%-736.5pp | 81.00%-64.6pp |
| Employer contribution / active EE | $1,736 | $692+151.0% | $1,084+60.2% | $2,440-28.9% |
| Participant deferral / active EE | $6,398 | $1,271+403.3% | $1,964+225.8% | $3,607+77.4% |
| Admin fee / account holder | $4,890 | $2,124+130.2% | $3,333+46.7% | $5,124-4.6% |