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 | $146,572 | $201,272-27.2% | $184,203-20.4% | $145,922+0.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.50% | 29.00%-19.5pp | 28.81%-19.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $3,999 | $7,022-43.1% | $6,427-37.8% | $4,660-14.2% |
| Participant deferral / active EE | $7,755 | $9,806-20.9% | $9,131-15.1% | $6,688+16.0% |
| Admin fee / account holder | $12,190 | $16,364-25.5% | $13,901-12.3% | $13,397-9.0% |