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 | $166,026 | $214,378-22.6% | $200,582-17.2% | $142,382+16.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.23% | 46.41%-35.2pp | 42.33%-31.1pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,961 | $6,841-71.3% | $6,419-69.5% | $4,299-54.4% |
| Participant deferral / active EE | $11,864 | $9,865+20.3% | $9,331+27.1% | $6,507+82.3% |
| Admin fee / account holder | $91,724 | $17,692+418.5% | $16,305+462.6% | $12,624+626.6% |