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 7-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 | $127,306 | $111,754+13.9% | $103,333+23.2% | $145,922-12.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.82% | 24.77%-16.9pp | 24.88%-17.1pp | 561.29%-553.5pp |
| Employer contribution / active EE | $2,321 | $4,212-44.9% | $3,868-40.0% | $4,660-50.2% |
| Participant deferral / active EE | $14,770 | $5,619+162.9% | $5,057+192.0% | $6,688+120.9% |
| Admin fee / account holder | $634 | $9,750-93.5% | $8,355-92.4% | $13,397-95.3% |