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 | $152,697 | $127,264+20.0% | $109,895+38.9% | $167,490-8.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 4.85% | 22.97%-18.1pp | 29.45%-24.6pp | 478.56%-473.7pp |
| Employer contribution / active EE | $12,142 | $3,322+265.5% | $2,842+327.2% | $4,837+151.0% |
| Participant deferral / active EE | $23,808 | $4,514+427.4% | $4,048+488.2% | $6,341+275.4% |
| Admin fee / account holder | $3,549 | $7,114-50.1% | $6,066-41.5% | $12,309-71.2% |