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 | $144,640 | $177,572-18.5% | $154,803-6.6% | $142,382+1.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.06% | 65.07%-54.0pp | 58.88%-47.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,311 | $4,810-52.0% | $4,305-46.3% | $4,299-46.2% |
| Participant deferral / active EE | $2,167 | $6,272-65.5% | $5,540-60.9% | $6,507-66.7% |
| Admin fee / account holder | $41,071 | $16,786+144.7% | $14,329+186.6% | $12,624+225.3% |