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 | $134,452 | $159,602-15.8% | $150,045-10.4% | $142,382-5.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.09% | 70.24%-58.1pp | 62.55%-50.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $10,081 | $4,961+103.2% | $4,693+114.8% | $4,299+134.5% |
| Participant deferral / active EE | $13,524 | $8,310+62.7% | $7,997+69.1% | $6,507+107.8% |
| Admin fee / account holder | $1,526 | $14,846-89.7% | $13,435-88.6% | $12,624-87.9% |