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 10-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 | $210,762 | $214,378-1.7% | $200,582+5.1% | $142,382+48.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.43% | 46.41%-42.0pp | 42.33%-37.9pp | 217.08%-212.6pp |
| Employer contribution / active EE | $18,830 | $6,841+175.2% | $6,419+193.4% | $4,299+338.0% |
| Participant deferral / active EE | $5,167 | $9,865-47.6% | $9,331-44.6% | $6,507-20.6% |
| Admin fee / account holder | $6,001 | $17,692-66.1% | $16,305-63.2% | $12,624-52.5% |