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 10-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 | $204,407 | $209,832-2.6% | $189,513+7.9% | $167,490+22.0% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 0.45% | 748.27%-747.8pp | 555.15%-554.7pp | 478.56%-478.1pp |
| Employer contribution / active EE | $2,900 | $6,914-58.1% | $6,162-52.9% | $4,837-40.1% |
| Participant deferral / active EE | $4,875 | $8,935-45.4% | $8,221-40.7% | $6,341-23.1% |
| Admin fee / account holder | $909 | $14,293-93.6% | $12,045-92.5% | $12,309-92.6% |