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 | $129,393 | $183,519-29.5% | $155,509-16.8% | $145,922-11.3% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 8.18% | 61.17%-53.0pp | 64.67%-56.5pp | 561.29%-553.1pp |
| Employer contribution / active EE | $5,604 | $5,313+5.5% | $4,672+19.9% | $4,660+20.3% |
| Participant deferral / active EE | $4,686 | $6,462-27.5% | $5,626-16.7% | $6,688-29.9% |
| Admin fee / account holder | $77,603 | $19,313+301.8% | $15,912+387.7% | $13,397+479.3% |