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 | $134,628 | $177,572-24.2% | $154,803-13.0% | $142,382-5.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.20% | 65.07%-54.9pp | 58.88%-48.7pp | 217.08%-206.9pp |
| Employer contribution / active EE | $7,522 | $4,810+56.4% | $4,305+74.7% | $4,299+75.0% |
| Participant deferral / active EE | $4,233 | $6,272-32.5% | $5,540-23.6% | $6,507-34.9% |
| Admin fee / account holder | $1,031 | $16,786-93.9% | $14,329-92.8% | $12,624-91.8% |