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 | $133,858 | $148,534-9.9% | $135,903-1.5% | $139,434-4.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.60% | 79.19%-70.6pp | 68.23%-59.6pp | 372.94%-364.3pp |
| Employer contribution / active EE | $3,156 | $5,243-39.8% | $4,856-35.0% | $4,751-33.6% |
| Participant deferral / active EE | $10,042 | $8,100+24.0% | $7,758+29.4% | $6,710+49.7% |
| Admin fee / account holder | $2,279 | $12,400-81.6% | $10,762-78.8% | $11,403-80.0% |