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 | $144,664 | $165,335-12.5% | $149,696-3.4% | $158,922-9.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.84% | 348.15%-341.3pp | 276.60%-269.8pp | 302.83%-296.0pp |
| Employer contribution / active EE | $29,827 | $5,103+484.5% | $4,644+542.2% | $4,761+526.5% |
| Participant deferral / active EE | $17,752 | $7,181+147.2% | $6,842+159.5% | $5,982+196.8% |
| Admin fee / account holder | $46,717 | $10,807+332.3% | $9,309+401.9% | $11,246+315.4% |