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 6-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 | $119,780 | $185,822-35.5% | $169,993-29.5% | $139,434-14.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.14% | 60.50%-51.4pp | 53.37%-44.2pp | 372.94%-363.8pp |
| Employer contribution / active EE | $7,944 | $7,590+4.7% | $6,785+17.1% | $4,751+67.2% |
| Participant deferral / active EE | $14,993 | $11,622+29.0% | $10,408+44.1% | $6,710+123.4% |
| Admin fee / account holder | $1,364 | $15,381-91.1% | $12,815-89.4% | $11,403-88.0% |