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 10-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 | $189,679 | $165,335+14.7% | $149,696+26.7% | $158,922+19.4% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 7.72% | 348.15%-340.4pp | 276.60%-268.9pp | 302.83%-295.1pp |
| Employer contribution / active EE | $4,556 | $5,103-10.7% | $4,644-1.9% | $4,761-4.3% |
| Participant deferral / active EE | $13,357 | $7,181+86.0% | $6,842+95.2% | $5,982+123.3% |
| Admin fee / account holder | $1,287 | $10,807-88.1% | $9,309-86.2% | $11,246-88.6% |