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 | $133,286 | $183,963-27.5% | $162,163-17.8% | $152,861-12.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.38% | 150.76%-138.4pp | 115.59%-103.2pp | 345.32%-332.9pp |
| Employer contribution / active EE | $1,994 | $6,371-68.7% | $5,614-64.5% | $4,762-58.1% |
| Participant deferral / active EE | $7,823 | $8,034-2.6% | $7,298+7.2% | $5,850+33.7% |
| Admin fee / account holder | $1,403 | $13,121-89.3% | $10,843-87.1% | $11,596-87.9% |