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 5-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 | $151,749 | $165,984-8.6% | $164,813-7.9% | $145,922+4.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.14% | 100.03%-91.9pp | 69.93%-61.8pp | 561.29%-553.1pp |
| Employer contribution / active EE | $3,624 | $5,273-31.3% | $4,341-16.5% | $4,660-22.2% |
| Participant deferral / active EE | $5,374 | $6,959-22.8% | $6,031-10.9% | $6,688-19.6% |
| Admin fee / account holder | $12,052 | $16,648-27.6% | $12,690-5.0% | $13,397-10.0% |