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 | $129,875 | $217,402-40.3% | $185,823-30.1% | $167,490-22.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.54% | 148.36%-139.8pp | 122.05%-113.5pp | 478.56%-470.0pp |
| Employer contribution / active EE | $3,176 | $5,873-45.9% | $5,167-38.5% | $4,837-34.4% |
| Participant deferral / active EE | $3,375 | $6,356-46.9% | $5,568-39.4% | $6,341-46.8% |
| Admin fee / account holder | $900 | $19,811-95.5% | $16,237-94.5% | $12,309-92.7% |