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 | $183,449 | $201,272-8.9% | $184,203-0.4% | $145,922+25.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.17% | 29.00%-19.8pp | 28.81%-19.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $4,296 | $7,022-38.8% | $6,427-33.2% | $4,660-7.8% |
| Participant deferral / active EE | $4,781 | $9,806-51.2% | $9,131-47.6% | $6,688-28.5% |
| Admin fee / account holder | $4,680 | $16,364-71.4% | $13,901-66.3% | $13,397-65.1% |