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 | $142,809 | $177,572-19.6% | $154,803-7.7% | $142,382+0.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.15% | 65.07%-55.9pp | 58.88%-49.7pp | 217.08%-207.9pp |
| Employer contribution / active EE | $3,207 | $4,810-33.3% | $4,305-25.5% | $4,299-25.4% |
| Participant deferral / active EE | $20,440 | $6,272+225.9% | $5,540+268.9% | $6,507+214.1% |
| Admin fee / account holder | $14,404 | $16,786-14.2% | $14,329+0.5% | $12,624+14.1% |