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 | $125,277 | $175,202-28.5% | $149,673-16.3% | $139,434-10.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.14% | 166.71%-159.6pp | 134.42%-127.3pp | 372.94%-365.8pp |
| Employer contribution / active EE | $5,462 | $5,474-0.2% | $4,818+13.4% | $4,751+15.0% |
| Participant deferral / active EE | $4,035 | $6,519-38.1% | $5,680-29.0% | $6,710-39.9% |
| Admin fee / account holder | $1,535 | $16,150-90.5% | $13,210-88.4% | $11,403-86.5% |