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 | $153,633 | $177,572-13.5% | $154,803-0.8% | $142,382+7.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.41% | 65.07%-58.7pp | 58.88%-52.5pp | 217.08%-210.7pp |
| Employer contribution / active EE | $5,616 | $4,810+16.7% | $4,305+30.4% | $4,299+30.6% |
| Participant deferral / active EE | $7,935 | $6,272+26.5% | $5,540+43.2% | $6,507+21.9% |
| Admin fee / account holder | $125,390 | $16,786+647.0% | $14,329+775.1% | $12,624+893.3% |