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 | $151,833 | $159,602-4.9% | $150,045+1.2% | $142,382+6.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.33% | 70.24%-63.9pp | 62.55%-56.2pp | 217.08%-210.7pp |
| Employer contribution / active EE | $5,566 | $4,961+12.2% | $4,693+18.6% | $4,299+29.5% |
| Participant deferral / active EE | $8,354 | $8,310+0.5% | $7,997+4.5% | $6,507+28.4% |
| Admin fee / account holder | $7,604 | $14,846-48.8% | $13,435-43.4% | $12,624-39.8% |