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 | $143,770 | $197,591-27.2% | $177,821-19.1% | $158,922-9.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.75% | 58.76%-52.0pp | 48.32%-41.6pp | 302.83%-296.1pp |
| Employer contribution / active EE | $3,877 | $6,697-42.1% | $5,918-34.5% | $4,761-18.6% |
| Participant deferral / active EE | $17,052 | $8,405+102.9% | $7,714+121.1% | $5,982+185.1% |
| Admin fee / account holder | $76,329 | $15,399+395.7% | $12,427+514.2% | $11,246+578.7% |