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 8-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 | $150,650 | $159,602-5.6% | $150,045+0.4% | $142,382+5.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.82% | 70.24%-61.4pp | 62.55%-53.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,791 | $4,961-63.9% | $4,693-61.8% | $4,299-58.4% |
| Participant deferral / active EE | $3,442 | $8,310-58.6% | $7,997-57.0% | $6,507-47.1% |
| Admin fee / account holder | $213,094 | $14,846+1335.3% | $13,435+1486.1% | $12,624+1588.1% |