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 | $152,887 | $177,572-13.9% | $154,803-1.2% | $142,382+7.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.91% | 65.07%-54.2pp | 58.88%-48.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,250 | $4,810-53.2% | $4,305-47.7% | $4,299-47.7% |
| Participant deferral / active EE | $5,977 | $6,272-4.7% | $5,540+7.9% | $6,507-8.1% |
| Admin fee / account holder | $5,914 | $16,786-64.8% | $14,329-58.7% | $12,624-53.1% |