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 | $186,056 | $159,602+16.6% | $150,045+24.0% | $142,382+30.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.75% | 70.24%-58.5pp | 62.55%-50.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,417 | $4,961-31.1% | $4,693-27.2% | $4,299-20.5% |
| Participant deferral / active EE | $16,060 | $8,310+93.3% | $7,997+100.8% | $6,507+146.8% |
| Admin fee / account holder | $2,181 | $14,846-85.3% | $13,435-83.8% | $12,624-82.7% |