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 | $129,415 | $177,572-27.1% | $154,803-16.4% | $142,382-9.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.69% | 65.07%-54.4pp | 58.88%-48.2pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,158 | $4,810-55.1% | $4,305-49.9% | $4,299-49.8% |
| Participant deferral / active EE | $2,991 | $6,272-52.3% | $5,540-46.0% | $6,507-54.0% |
| Admin fee / account holder | $4,760 | $16,786-71.6% | $14,329-66.8% | $12,624-62.3% |