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 | $112,718 | $133,922-15.8% | $116,228-3.0% | $142,382-20.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 7.86% | 147.76%-139.9pp | 90.06%-82.2pp | 217.08%-209.2pp |
| Employer contribution / active EE | $1,951 | $3,446-43.4% | $2,994-34.9% | $4,299-54.6% |
| Participant deferral / active EE | $8,710 | $5,672+53.6% | $4,953+75.8% | $6,507+33.8% |
| Admin fee / account holder | $38,235 | $14,945+155.8% | $11,989+218.9% | $12,624+202.9% |