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 | $129,105 | $159,901-19.3% | $146,958-12.1% | $145,922-11.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 8.62% | 98.13%-89.5pp | 418.34%-409.7pp | 561.29%-552.7pp |
| Employer contribution / active EE | $10,087 | $5,286+90.8% | $4,933+104.5% | $4,660+116.5% |
| Participant deferral / active EE | $4,197 | $8,428-50.2% | $8,070-48.0% | $6,688-37.2% |
| Admin fee / account holder | $11,278 | $15,044-25.0% | $12,998-13.2% | $13,397-15.8% |