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 | $156,470 | $159,602-2.0% | $150,045+4.3% | $142,382+9.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.00% | 70.24%-66.2pp | 62.55%-58.5pp | 217.08%-213.1pp |
| Employer contribution / active EE | $2,208 | $4,961-55.5% | $4,693-53.0% | $4,299-48.7% |
| Participant deferral / active EE | $17,472 | $8,310+110.2% | $7,997+118.5% | $6,507+168.5% |
| Admin fee / account holder | $61,421 | $14,846+313.7% | $13,435+357.2% | $12,624+386.5% |