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 | $142,960 | $159,602-10.4% | $150,045-4.7% | $142,382+0.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.91% | 70.24%-59.3pp | 62.55%-51.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $4,526 | $4,961-8.8% | $4,693-3.6% | $4,299+5.3% |
| Participant deferral / active EE | $23,157 | $8,310+178.7% | $7,997+189.6% | $6,507+255.9% |
| Admin fee / account holder | $9,339 | $14,846-37.1% | $13,435-30.5% | $12,624-26.0% |