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 | $151,133 | $201,272-24.9% | $184,203-18.0% | $145,922+3.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.16% | 29.00%-20.8pp | 28.81%-20.7pp | 561.29%-553.1pp |
| Employer contribution / active EE | $4,304 | $7,022-38.7% | $6,427-33.0% | $4,660-7.6% |
| Participant deferral / active EE | $7,102 | $9,806-27.6% | $9,131-22.2% | $6,688+6.2% |
| Admin fee / account holder | $3,995 | $16,364-75.6% | $13,901-71.3% | $13,397-70.2% |