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 | $127,904 | $177,572-28.0% | $154,803-17.4% | $142,382-10.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.12% | 65.07%-54.9pp | 58.88%-48.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $7,748 | $4,810+61.1% | $4,305+80.0% | $4,299+80.2% |
| Participant deferral / active EE | $14,045 | $6,272+124.0% | $5,540+153.5% | $6,507+115.8% |
| Admin fee / account holder | $53,122 | $16,786+216.5% | $14,329+270.7% | $12,624+320.8% |