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 | $150,144 | $97,744+53.6% | $103,476+45.1% | $145,922+2.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 7.83% | 25.41%-17.6pp | 23.90%-16.1pp | 561.29%-553.5pp |
| Employer contribution / active EE | $5,430 | $4,677+16.1% | $4,672+16.2% | $4,660+16.5% |
| Participant deferral / active EE | $6,756 | $6,603+2.3% | $6,623+2.0% | $6,688+1.0% |
| Admin fee / account holder | $1,751 | $12,515-86.0% | $9,413-81.4% | $13,397-86.9% |