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 | $150,103 | $185,822-19.2% | $169,993-11.7% | $139,434+7.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.86% | 60.50%-55.6pp | 53.37%-48.5pp | 372.94%-368.1pp |
| Employer contribution / active EE | $6,768 | $7,590-10.8% | $6,785-0.3% | $4,751+42.5% |
| Participant deferral / active EE | $9,482 | $11,622-18.4% | $10,408-8.9% | $6,710+41.3% |
| Admin fee / account holder | $2,943 | $15,381-80.9% | $12,815-77.0% | $11,403-74.2% |