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 | $169,667 | $159,901+6.1% | $146,958+15.5% | $145,922+16.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.11% | 98.13%-92.0pp | 418.34%-412.2pp | 561.29%-555.2pp |
| Employer contribution / active EE | $6,793 | $5,286+28.5% | $4,933+37.7% | $4,660+45.8% |
| Participant deferral / active EE | $6,600 | $8,428-21.7% | $8,070-18.2% | $6,688-1.3% |
| Admin fee / account holder | $17,191 | $15,044+14.3% | $12,998+32.3% | $13,397+28.3% |