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 7-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 | $237,570 | $177,572+33.8% | $154,803+53.5% | $142,382+66.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.48% | 65.07%-55.6pp | 58.88%-49.4pp | 217.08%-207.6pp |
| Employer contribution / active EE | $5,408 | $4,810+12.4% | $4,305+25.6% | $4,299+25.8% |
| Participant deferral / active EE | $14,693 | $6,272+134.3% | $5,540+165.2% | $6,507+125.8% |
| Admin fee / account holder | $11,635 | $16,786-30.7% | $14,329-18.8% | $12,624-7.8% |