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 | $116,095 | $197,591-41.2% | $177,821-34.7% | $158,922-26.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.38% | 58.76%-55.4pp | 48.32%-44.9pp | 302.83%-299.4pp |
| Employer contribution / active EE | $5,734 | $6,697-14.4% | $5,918-3.1% | $4,761+20.4% |
| Participant deferral / active EE | $11,825 | $8,405+40.7% | $7,714+53.3% | $5,982+97.7% |
| Admin fee / account holder | $36,718 | $15,399+138.4% | $12,427+195.5% | $11,246+226.5% |