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 9-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 | $207,130 | $210,648-1.7% | $177,989+16.4% | $145,922+41.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.69% | 385.86%-381.2pp | 294.48%-289.8pp | 561.29%-556.6pp |
| Employer contribution / active EE | $13,062 | $4,565+186.2% | $3,949+230.8% | $4,660+180.3% |
| Participant deferral / active EE | $11,636 | $6,958+67.2% | $6,276+85.4% | $6,688+74.0% |
| Admin fee / account holder | $7,002 | $12,013-41.7% | $10,363-32.4% | $13,397-47.7% |