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 | $219,418 | $214,378+2.4% | $200,582+9.4% | $142,382+54.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.23% | 46.41%-36.2pp | 42.33%-32.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,691 | $6,841-75.3% | $6,419-73.7% | $4,299-60.7% |
| Participant deferral / active EE | $6,379 | $9,865-35.3% | $9,331-31.6% | $6,507-2.0% |
| Admin fee / account holder | $2,416 | $17,692-86.3% | $16,305-85.2% | $12,624-80.9% |