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 | $139,673 | $198,466-29.6% | $170,442-18.1% | $147,584-5.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.56% | 257.29%-249.7pp | 205.93%-198.4pp | 578.55%-571.0pp |
| Employer contribution / active EE | $9,923 | $6,184+60.5% | $5,433+82.7% | $4,876+103.5% |
| Participant deferral / active EE | $8,524 | $5,629+51.4% | $4,939+72.6% | $5,439+56.7% |
| Admin fee / account holder | $2,950 | $16,852-82.5% | $13,880-78.7% | $10,885-72.9% |