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 | $164,025 | $159,602+2.8% | $150,045+9.3% | $142,382+15.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.04% | 70.24%-66.2pp | 62.55%-58.5pp | 217.08%-213.0pp |
| Employer contribution / active EE | $12,675 | $4,961+155.5% | $4,693+170.1% | $4,299+194.8% |
| Participant deferral / active EE | $15,250 | $8,310+83.5% | $7,997+90.7% | $6,507+134.4% |
| Admin fee / account holder | $5,575 | $14,846-62.4% | $13,435-58.5% | $12,624-55.8% |