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 | $150,118 | $157,256-4.5% | $141,162+6.3% | $152,861-1.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1.98% | 64.32%-62.3pp | 71.39%-69.4pp | 345.32%-343.3pp |
| Employer contribution / active EE | $5,729 | $5,261+8.9% | $4,735+21.0% | $4,762+20.3% |
| Participant deferral / active EE | $19,757 | $7,109+177.9% | $6,709+194.5% | $5,850+237.7% |
| Admin fee / account holder | $1,184 | $12,120-90.2% | $10,261-88.5% | $11,596-89.8% |