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 3-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 | $239,775 | $214,378+11.8% | $200,582+19.5% | $142,382+68.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.24% | 46.41%-36.2pp | 42.33%-32.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $3,179 | $6,841-53.5% | $6,419-50.5% | $4,299-26.1% |
| Participant deferral / active EE | $8,294 | $9,865-15.9% | $9,331-11.1% | $6,507+27.5% |
| Admin fee / account holder | $9,799 | $17,692-44.6% | $16,305-39.9% | $12,624-22.4% |