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 | $127,402 | $177,572-28.3% | $154,803-17.7% | $142,382-10.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.56% | 65.07%-54.5pp | 58.88%-48.3pp | 217.08%-206.5pp |
| Employer contribution / active EE | $8,519 | $4,810+77.1% | $4,305+97.9% | $4,299+98.2% |
| Participant deferral / active EE | $8,685 | $6,272+38.5% | $5,540+56.8% | $6,507+33.5% |
| Admin fee / account holder | $509 | $16,786-97.0% | $14,329-96.4% | $12,624-96.0% |