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 | $140,386 | $157,256-10.7% | $141,162-0.5% | $152,861-8.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 3.32% | 64.32%-61.0pp | 71.39%-68.1pp | 345.32%-342.0pp |
| Employer contribution / active EE | $3,217 | $5,261-38.8% | $4,735-32.1% | $4,762-32.4% |
| Participant deferral / active EE | $3,574 | $7,109-49.7% | $6,709-46.7% | $5,850-38.9% |
| Admin fee / account holder | $2,010 | $12,120-83.4% | $10,261-80.4% | $11,596-82.7% |