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 | $126,671 | $114,237+10.9% | $119,258+6.2% | $167,490-24.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 9.23% | 29.87%-20.6pp | 30.69%-21.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $2,097 | $4,481-53.2% | $4,384-52.2% | $4,837-56.7% |
| Participant deferral / active EE | $5,792 | $6,084-4.8% | $6,111-5.2% | $6,341-8.7% |
| Admin fee / account holder | $1,275 | $8,932-85.7% | $7,226-82.4% | $12,309-89.6% |