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 | $147,719 | $177,572-16.8% | $154,803-4.6% | $142,382+3.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.32% | 65.07%-57.8pp | 58.88%-51.6pp | 217.08%-209.8pp |
| Employer contribution / active EE | $1,879 | $4,810-60.9% | $4,305-56.4% | $4,299-56.3% |
| Participant deferral / active EE | $5,358 | $6,272-14.6% | $5,540-3.3% | $6,507-17.7% |
| Admin fee / account holder | $17,812 | $16,786+6.1% | $14,329+24.3% | $12,624+41.1% |