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 | $140,987 | $159,901-11.8% | $146,958-4.1% | $145,922-3.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 8.15% | 98.13%-90.0pp | 418.34%-410.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,620 | $5,286-50.4% | $4,933-46.9% | $4,660-43.8% |
| Participant deferral / active EE | $7,851 | $8,428-6.9% | $8,070-2.7% | $6,688+17.4% |
| Admin fee / account holder | $37,726 | $15,044+150.8% | $12,998+190.2% | $13,397+181.6% |