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 | $113,498 | $177,572-36.1% | $154,803-26.7% | $142,382-20.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.86% | 65.07%-54.2pp | 58.88%-48.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,339 | $4,810-72.2% | $4,305-68.9% | $4,299-68.9% |
| Participant deferral / active EE | $4,407 | $6,272-29.7% | $5,540-20.5% | $6,507-32.3% |
| Admin fee / account holder | $943 | $16,786-94.4% | $14,329-93.4% | $12,624-92.5% |