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 | $206,278 | $183,519+12.4% | $155,509+32.6% | $145,922+41.4% |
| Participation rate | 81.0% | 82.7%-1.7pp | 78.2%+2.8pp | 80.3%+0.7pp |
| Annual return | 3.02% | 61.17%-58.1pp | 64.67%-61.6pp | 561.29%-558.3pp |
| Employer contribution / active EE | $1,175 | $5,313-77.9% | $4,672-74.9% | $4,660-74.8% |
| Participant deferral / active EE | $8,315 | $6,462+28.7% | $5,626+47.8% | $6,688+24.3% |
| Admin fee / account holder | $10,327 | $19,313-46.5% | $15,912-35.1% | $13,397-22.9% |