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 | $139,086 | $114,381+21.6% | $107,525+29.4% | $142,382-2.3% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 8.08% | 242.71%-234.6pp | 181.32%-173.2pp | 217.08%-209.0pp |
| Employer contribution / active EE | $23,316 | $4,015+480.8% | $3,754+521.2% | $4,299+442.4% |
| Participant deferral / active EE | $2,802 | $5,564-49.6% | $5,116-45.2% | $6,507-56.9% |
| Admin fee / account holder | $76,290 | $9,860+673.7% | $8,919+755.4% | $12,624+504.3% |