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 5-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 | $169,767 | $148,534+14.3% | $135,903+24.9% | $139,434+21.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.24% | 79.19%-67.9pp | 68.23%-57.0pp | 372.94%-361.7pp |
| Employer contribution / active EE | $14,062 | $5,243+168.2% | $4,856+189.6% | $4,751+196.0% |
| Participant deferral / active EE | $24,000 | $8,100+196.3% | $7,758+209.4% | $6,710+257.7% |
| Admin fee / account holder | $5,812 | $12,400-53.1% | $10,762-46.0% | $11,403-49.0% |