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 | $134,481 | $165,912-18.9% | $122,332+9.9% | $147,584-8.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 4.59% | 34.55%-30.0pp | 30.27%-25.7pp | 578.55%-574.0pp |
| Employer contribution / active EE | $5,577 | $5,754-3.1% | $4,050+37.7% | $4,876+14.4% |
| Participant deferral / active EE | $12,600 | $4,005+214.6% | $3,287+283.3% | $5,439+131.7% |
| Admin fee / account holder | $6,465 | $7,424-12.9% | $5,478+18.0% | $10,885-40.6% |