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 | $121,521 | $198,466-38.8% | $170,442-28.7% | $147,584-17.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.14% | 257.29%-253.2pp | 205.93%-201.8pp | 578.55%-574.4pp |
| Employer contribution / active EE | $5,042 | $6,184-18.5% | $5,433-7.2% | $4,876+3.4% |
| Participant deferral / active EE | $5,089 | $5,629-9.6% | $4,939+3.0% | $5,439-6.4% |
| Admin fee / account holder | $594 | $16,852-96.5% | $13,880-95.7% | $10,885-94.5% |