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 | $126,387 | $100,773+25.4% | $88,946+42.1% | $142,382-11.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 9.16% | 70.18%-61.0pp | 57.82%-48.7pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,206 | $2,918-24.4% | $2,555-13.7% | $4,299-48.7% |
| Participant deferral / active EE | $5,800 | $5,230+10.9% | $4,581+26.6% | $6,507-10.9% |
| Admin fee / account holder | $167,393 | $9,693+1626.9% | $8,261+1926.3% | $12,624+1226.0% |