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 | $193,169 | $159,602+21.0% | $150,045+28.7% | $142,382+35.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.52% | 70.24%-59.7pp | 62.55%-52.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $7,898 | $4,961+59.2% | $4,693+68.3% | $4,299+83.7% |
| Participant deferral / active EE | $16,740 | $8,310+101.4% | $7,997+109.3% | $6,507+157.3% |
| Admin fee / account holder | $7,566 | $14,846-49.0% | $13,435-43.7% | $12,624-40.1% |