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 7-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 | $137,665 | $177,572-22.5% | $154,803-11.1% | $142,382-3.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.07% | 65.07%-54.0pp | 58.88%-47.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $10,299 | $4,810+114.1% | $4,305+139.2% | $4,299+139.6% |
| Participant deferral / active EE | $5,041 | $6,272-19.6% | $5,540-9.0% | $6,507-22.5% |
| Admin fee / account holder | $847 | $16,786-95.0% | $14,329-94.1% | $12,624-93.3% |