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 | $134,946 | $148,534-9.1% | $135,903-0.7% | $139,434-3.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 6.43% | 79.19%-72.8pp | 68.23%-61.8pp | 372.94%-366.5pp |
| Employer contribution / active EE | $10,904 | $5,243+108.0% | $4,856+124.5% | $4,751+129.5% |
| Participant deferral / active EE | $6,980 | $8,100-13.8% | $7,758-10.0% | $6,710+4.0% |
| Admin fee / account holder | $591,075 | $12,400+4666.8% | $10,762+5392.2% | $11,403+5083.7% |