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 8-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 | $125,017 | $157,256-20.5% | $141,162-11.4% | $152,861-18.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.35% | 64.32%-54.0pp | 71.39%-61.0pp | 345.32%-335.0pp |
| Employer contribution / active EE | $1,602 | $5,261-69.5% | $4,735-66.2% | $4,762-66.4% |
| Participant deferral / active EE | $9,508 | $7,109+33.7% | $6,709+41.7% | $5,850+62.5% |
| Admin fee / account holder | $2,011 | $12,120-83.4% | $10,261-80.4% | $11,596-82.7% |