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 | $144,520 | $159,602-9.4% | $150,045-3.7% | $142,382+1.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 5.56% | 70.24%-64.7pp | 62.55%-57.0pp | 217.08%-211.5pp |
| Employer contribution / active EE | $3,092 | $4,961-37.7% | $4,693-34.1% | $4,299-28.1% |
| Participant deferral / active EE | $6,560 | $8,310-21.1% | $7,997-18.0% | $6,507+0.8% |
| Admin fee / account holder | $115,837 | $14,846+680.2% | $13,435+762.2% | $12,624+817.6% |