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 | $127,076 | $177,572-28.4% | $154,803-17.9% | $142,382-10.8% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 10.61% | 65.07%-54.5pp | 58.88%-48.3pp | 217.08%-206.5pp |
| Employer contribution / active EE | $10,744 | $4,810+123.3% | $4,305+149.5% | $4,299+149.9% |
| Participant deferral / active EE | $12,142 | $6,272+93.6% | $5,540+119.1% | $6,507+86.6% |
| Admin fee / account holder | $6,770 | $16,786-59.7% | $14,329-52.8% | $12,624-46.4% |