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 | $151,965 | $177,572-14.4% | $154,803-1.8% | $142,382+6.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.23% | 65.07%-59.8pp | 58.88%-53.7pp | 217.08%-211.8pp |
| Employer contribution / active EE | $22,024 | $4,810+357.8% | $4,305+411.5% | $4,299+412.3% |
| Participant deferral / active EE | $24,740 | $6,272+294.5% | $5,540+346.5% | $6,507+280.2% |
| Admin fee / account holder | $442,562 | $16,786+2536.5% | $14,329+2988.5% | $12,624+3405.8% |