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 7-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 | $186,218 | $214,378-13.1% | $200,582-7.2% | $142,382+30.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.57% | 46.41%-35.8pp | 42.33%-31.8pp | 217.08%-206.5pp |
| Employer contribution / active EE | $13,579 | $6,841+98.5% | $6,419+111.6% | $4,299+215.9% |
| Participant deferral / active EE | $12,834 | $9,865+30.1% | $9,331+37.5% | $6,507+97.2% |
| Admin fee / account holder | $311 | $17,692-98.2% | $16,305-98.1% | $12,624-97.5% |