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 | $197,020 | $107,334+83.6% | $92,893+112.1% | $152,861+28.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 10.56% | 145.58%-135.0pp | 109.41%-98.9pp | 345.32%-334.8pp |
| Employer contribution / active EE | $2,388 | $4,221-43.4% | $3,653-34.6% | $4,762-49.9% |
| Participant deferral / active EE | $6,312 | $4,845+30.3% | $4,236+49.0% | $5,850+7.9% |
| Admin fee / account holder | $3,402 | $7,079-51.9% | $5,794-41.3% | $11,596-70.7% |