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 | $149,692 | $157,256-4.8% | $141,162+6.0% | $152,861-2.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.04% | 64.32%-53.3pp | 71.39%-60.4pp | 345.32%-334.3pp |
| Employer contribution / active EE | $8,950 | $5,261+70.1% | $4,735+89.0% | $4,762+87.9% |
| Participant deferral / active EE | $14,475 | $7,109+103.6% | $6,709+115.8% | $5,850+147.4% |
| Admin fee / account holder | $40,000 | $12,120+230.0% | $10,261+289.8% | $11,596+244.9% |