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 | $148,725 | $228,332-34.9% | $185,823-20.0% | $158,922-6.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 4.19% | 40.80%-36.6pp | 35.95%-31.8pp | 302.83%-298.6pp |
| Employer contribution / active EE | $10,073 | $4,967+102.8% | $4,087+146.4% | $4,761+111.6% |
| Participant deferral / active EE | $3,186 | $6,415-50.3% | $5,632-43.4% | $5,982-46.7% |
| Admin fee / account holder | $63,035 | $11,864+431.3% | $9,500+563.5% | $11,246+460.5% |