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 | $142,141 | $159,602-10.9% | $150,045-5.3% | $142,382-0.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.45% | 70.24%-63.8pp | 62.55%-56.1pp | 217.08%-210.6pp |
| Employer contribution / active EE | $21,623 | $4,961+335.9% | $4,693+360.7% | $4,299+403.0% |
| Participant deferral / active EE | $23,267 | $8,310+180.0% | $7,997+190.9% | $6,507+257.6% |
| Admin fee / account holder | $941 | $14,846-93.7% | $13,435-93.0% | $12,624-92.5% |