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 5-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 | $200,302 | $133,922+49.6% | $116,228+72.3% | $142,382+40.7% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.6%+16.8pp | 80.1%+11.2pp |
| Annual return | 4.94% | 147.76%-142.8pp | 90.06%-85.1pp | 217.08%-212.1pp |
| Employer contribution / active EE | $4,849 | $3,446+40.7% | $2,994+61.9% | $4,299+12.8% |
| Participant deferral / active EE | $2,996 | $5,672-47.2% | $4,953-39.5% | $6,507-54.0% |
| Admin fee / account holder | $5,394 | $14,945-63.9% | $11,989-55.0% | $12,624-57.3% |