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 | $129,736 | $185,822-30.2% | $169,993-23.7% | $139,434-7.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.50% | 60.50%-56.0pp | 53.37%-48.9pp | 372.94%-368.4pp |
| Employer contribution / active EE | $5,536 | $7,590-27.1% | $6,785-18.4% | $4,751+16.5% |
| Participant deferral / active EE | $9,557 | $11,622-17.8% | $10,408-8.2% | $6,710+42.4% |
| Admin fee / account holder | $367 | $15,381-97.6% | $12,815-97.1% | $11,403-96.8% |