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 | $243,189 | $110,257+120.6% | $96,544+151.9% | $139,434+74.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 5.93% | 26.32%-20.4pp | 25.84%-19.9pp | 372.94%-367.0pp |
| Employer contribution / active EE | $17,472 | $3,620+382.7% | $2,965+489.3% | $4,751+267.8% |
| Participant deferral / active EE | $3,574 | $5,548-35.6% | $4,851-26.3% | $6,710-46.7% |
| Admin fee / account holder | $52,100 | $11,591+349.5% | $8,252+531.3% | $11,403+356.9% |