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 | $172,448 | $177,572-2.9% | $154,803+11.4% | $142,382+21.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.86% | 65.07%-56.2pp | 58.88%-50.0pp | 217.08%-208.2pp |
| Employer contribution / active EE | $3,600 | $4,810-25.2% | $4,305-16.4% | $4,299-16.3% |
| Participant deferral / active EE | $4,631 | $6,272-26.2% | $5,540-16.4% | $6,507-28.8% |
| Admin fee / account holder | $4,535 | $16,786-73.0% | $14,329-68.4% | $12,624-64.1% |