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 | $139,006 | $158,398-12.2% | $126,539+9.9% | $142,382-2.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 5.67% | 593.76%-588.1pp | 425.95%-420.3pp | 217.08%-211.4pp |
| Employer contribution / active EE | $2,126 | $4,650-54.3% | $3,674-42.1% | $4,299-50.6% |
| Participant deferral / active EE | $22,027 | $4,767+362.1% | $4,083+439.5% | $6,507+238.5% |
| Admin fee / account holder | $807 | $6,918-88.3% | $6,065-86.7% | $12,624-93.6% |