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 10-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 | $209,983 | $214,378-2.1% | $200,582+4.7% | $142,382+47.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 0.19% | 46.41%-46.2pp | 42.33%-42.1pp | 217.08%-216.9pp |
| Employer contribution / active EE | $3,240 | $6,841-52.6% | $6,419-49.5% | $4,299-24.6% |
| Participant deferral / active EE | $16,050 | $9,865+62.7% | $9,331+72.0% | $6,507+146.6% |
| Admin fee / account holder | $179,278 | $17,692+913.3% | $16,305+999.6% | $12,624+1320.2% |