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 8-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 | $191,450 | $214,378-10.7% | $200,582-4.6% | $142,382+34.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.81% | 46.41%-35.6pp | 42.33%-31.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,471 | $6,841-63.9% | $6,419-61.5% | $4,299-42.5% |
| Participant deferral / active EE | $4,544 | $9,865-53.9% | $9,331-51.3% | $6,507-30.2% |
| Admin fee / account holder | $16,931 | $17,692-4.3% | $16,305+3.8% | $12,624+34.1% |