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 | $147,288 | $228,332-35.5% | $185,823-20.7% | $158,922-7.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.53% | 40.80%-37.3pp | 35.95%-32.4pp | 302.83%-299.3pp |
| Employer contribution / active EE | $19,211 | $4,967+286.8% | $4,087+370.0% | $4,761+303.5% |
| Participant deferral / active EE | $5,679 | $6,415-11.5% | $5,632+0.8% | $5,982-5.1% |
| Admin fee / account holder | $4,655 | $11,864-60.8% | $9,500-51.0% | $11,246-58.6% |