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 6-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 | $156,591 | $148,534+5.4% | $135,903+15.2% | $139,434+12.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.86% | 79.19%-74.3pp | 68.23%-63.4pp | 372.94%-368.1pp |
| Employer contribution / active EE | $3,521 | $5,243-32.8% | $4,856-27.5% | $4,751-25.9% |
| Participant deferral / active EE | $9,021 | $8,100+11.4% | $7,758+16.3% | $6,710+34.4% |
| Admin fee / account holder | $1,984 | $12,400-84.0% | $10,762-81.6% | $11,403-82.6% |