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 | $128,067 | $198,466-35.5% | $170,442-24.9% | $147,584-13.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.59% | 257.29%-248.7pp | 205.93%-197.3pp | 578.55%-570.0pp |
| Employer contribution / active EE | $3,665 | $6,184-40.7% | $5,433-32.5% | $4,876-24.8% |
| Participant deferral / active EE | $4,128 | $5,629-26.7% | $4,939-16.4% | $5,439-24.1% |
| Admin fee / account holder | $1,445 | $16,852-91.4% | $13,880-89.6% | $10,885-86.7% |