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 | $136,832 | $177,572-22.9% | $154,803-11.6% | $142,382-3.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 8.01% | 65.07%-57.1pp | 58.88%-50.9pp | 217.08%-209.1pp |
| Employer contribution / active EE | $10,214 | $4,810+112.3% | $4,305+137.2% | $4,299+137.6% |
| Participant deferral / active EE | $3,813 | $6,272-39.2% | $5,540-31.2% | $6,507-41.4% |
| Admin fee / account holder | $60,591 | $16,786+261.0% | $14,329+322.9% | $12,624+380.0% |