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 | $161,530 | $109,982+46.9% | $97,226+66.1% | $145,922+10.7% |
| Participation rate | 88.9% | 75.9%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 5.58% | 242.90%-237.3pp | 75.13%-69.6pp | 561.29%-555.7pp |
| Employer contribution / active EE | $5,434 | $3,084+76.2% | $2,729+99.2% | $4,660+16.6% |
| Participant deferral / active EE | $4,148 | $4,676-11.3% | $4,264-2.7% | $6,688-38.0% |
| Admin fee / account holder | $777 | $6,221-87.5% | $5,654-86.3% | $13,397-94.2% |