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 9-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 | $109,076 | $106,584+2.3% | $101,326+7.6% | $142,382-23.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 4.32% | 36.93%-32.6pp | 36.82%-32.5pp | 217.08%-212.8pp |
| Employer contribution / active EE | $1,870 | $3,956-52.7% | $3,665-49.0% | $4,299-56.5% |
| Participant deferral / active EE | $3,013 | $8,297-63.7% | $7,994-62.3% | $6,507-53.7% |
| Admin fee / account holder | $11,359 | $11,446-0.8% | $11,185+1.6% | $12,624-10.0% |