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 | $124,847 | $157,256-20.6% | $141,162-11.6% | $152,861-18.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.08% | 64.32%-52.2pp | 71.39%-59.3pp | 345.32%-333.2pp |
| Employer contribution / active EE | $2,811 | $5,261-46.6% | $4,735-40.6% | $4,762-41.0% |
| Participant deferral / active EE | $9,688 | $7,109+36.3% | $6,709+44.4% | $5,850+65.6% |
| Admin fee / account holder | $880 | $12,120-92.7% | $10,261-91.4% | $11,596-92.4% |