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 | $109,051 | $133,922-18.6% | $116,228-6.2% | $142,382-23.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 8.40% | 147.76%-139.4pp | 90.06%-81.7pp | 217.08%-208.7pp |
| Employer contribution / active EE | $5,806 | $3,446+68.5% | $2,994+93.9% | $4,299+35.1% |
| Participant deferral / active EE | $5,266 | $5,672-7.2% | $4,953+6.3% | $6,507-19.1% |
| Admin fee / account holder | $60,469 | $14,945+304.6% | $11,989+404.4% | $12,624+379.0% |