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 | $225,628 | $185,822+21.4% | $169,993+32.7% | $139,434+61.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 1.42% | 60.50%-59.1pp | 53.37%-52.0pp | 372.94%-371.5pp |
| Employer contribution / active EE | $3,155 | $7,590-58.4% | $6,785-53.5% | $4,751-33.6% |
| Participant deferral / active EE | $4,238 | $11,622-63.5% | $10,408-59.3% | $6,710-36.8% |
| Admin fee / account holder | $1,995 | $15,381-87.0% | $12,815-84.4% | $11,403-82.5% |