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 | $150,020 | $165,335-9.3% | $149,696+0.2% | $158,922-5.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.26% | 348.15%-340.9pp | 276.60%-269.3pp | 302.83%-295.6pp |
| Employer contribution / active EE | $4,596 | $5,103-9.9% | $4,644-1.0% | $4,761-3.5% |
| Participant deferral / active EE | $8,888 | $7,181+23.8% | $6,842+29.9% | $5,982+48.6% |
| Admin fee / account holder | $46,897 | $10,807+334.0% | $9,309+403.8% | $11,246+317.0% |