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 | $111,192 | $197,591-43.7% | $177,821-37.5% | $158,922-30.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.64% | 58.76%-54.1pp | 48.32%-43.7pp | 302.83%-298.2pp |
| Employer contribution / active EE | $7,807 | $6,697+16.6% | $5,918+31.9% | $4,761+64.0% |
| Participant deferral / active EE | $5,788 | $8,405-31.1% | $7,714-25.0% | $5,982-3.2% |
| Admin fee / account holder | $14,562 | $15,399-5.4% | $12,427+17.2% | $11,246+29.5% |