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 | $209,971 | $226,064-7.1% | $182,532+15.0% | $152,861+37.4% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 5.27% | 192.51%-187.2pp | 148.54%-143.3pp | 345.32%-340.0pp |
| Employer contribution / active EE | $5,271 | $4,978+5.9% | $4,076+29.3% | $4,762+10.7% |
| Participant deferral / active EE | $11,611 | $6,368+82.3% | $5,524+110.2% | $5,850+98.5% |
| Admin fee / account holder | $3,788 | $10,703-64.6% | $8,592-55.9% | $11,596-67.3% |