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 | $144,352 | $197,591-26.9% | $177,821-18.8% | $158,922-9.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.62% | 58.76%-55.1pp | 48.32%-44.7pp | 302.83%-299.2pp |
| Employer contribution / active EE | $4,922 | $6,697-26.5% | $5,918-16.8% | $4,761+3.4% |
| Participant deferral / active EE | $16,591 | $8,405+97.4% | $7,714+115.1% | $5,982+177.3% |
| Admin fee / account holder | $95,031 | $15,399+517.1% | $12,427+664.7% | $11,246+745.0% |