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 | $134,065 | $110,257+21.6% | $96,544+38.9% | $139,434-3.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 4.63% | 26.32%-21.7pp | 25.84%-21.2pp | 372.94%-368.3pp |
| Employer contribution / active EE | $14,152 | $3,620+291.0% | $2,965+377.3% | $4,751+197.9% |
| Participant deferral / active EE | $3,823 | $5,548-31.1% | $4,851-21.2% | $6,710-43.0% |
| Admin fee / account holder | $83,237 | $11,591+618.1% | $8,252+908.6% | $11,403+630.0% |