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 | $113,951 | $159,602-28.6% | $150,045-24.1% | $142,382-20.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.36% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $8,972 | $4,961+80.9% | $4,693+91.2% | $4,299+108.7% |
| Participant deferral / active EE | $5,744 | $8,310-30.9% | $7,997-28.2% | $6,507-11.7% |
| Admin fee / account holder | $17,064 | $14,846+14.9% | $13,435+27.0% | $12,624+35.2% |