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 | $144,595 | $177,572-18.6% | $154,803-6.6% | $142,382+1.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.91% | 65.07%-57.2pp | 58.88%-51.0pp | 217.08%-209.2pp |
| Employer contribution / active EE | $14,558 | $4,810+202.6% | $4,305+238.1% | $4,299+238.6% |
| Participant deferral / active EE | $8,950 | $6,272+42.7% | $5,540+61.5% | $6,507+37.5% |
| Admin fee / account holder | $1,146 | $16,786-93.2% | $14,329-92.0% | $12,624-90.9% |