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 4-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 | $156,334 | $159,602-2.0% | $150,045+4.2% | $142,382+9.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 3.44% | 70.24%-66.8pp | 62.55%-59.1pp | 217.08%-213.6pp |
| Employer contribution / active EE | $7,697 | $4,961+55.2% | $4,693+64.0% | $4,299+79.0% |
| Participant deferral / active EE | $13,570 | $8,310+63.3% | $7,997+69.7% | $6,507+108.5% |
| Admin fee / account holder | $200,010 | $14,846+1247.2% | $13,435+1388.8% | $12,624+1484.4% |