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 | $128,893 | $183,519-29.8% | $155,509-17.1% | $145,922-11.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.94% | 61.17%-53.2pp | 64.67%-56.7pp | 561.29%-553.4pp |
| Employer contribution / active EE | $6,883 | $5,313+29.6% | $4,672+47.3% | $4,660+47.7% |
| Participant deferral / active EE | $6,568 | $6,462+1.6% | $5,626+16.7% | $6,688-1.8% |
| Admin fee / account holder | $88,255 | $19,313+357.0% | $15,912+454.6% | $13,397+558.8% |