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 8-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 | $189,763 | $177,572+6.9% | $154,803+22.6% | $142,382+33.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.81% | 65.07%-55.3pp | 58.88%-49.1pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,418 | $4,810-70.5% | $4,305-67.1% | $4,299-67.0% |
| Participant deferral / active EE | $4,053 | $6,272-35.4% | $5,540-26.8% | $6,507-37.7% |
| Admin fee / account holder | $22,518 | $16,786+34.2% | $14,329+57.2% | $12,624+78.4% |