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 | $128,893 | $157,256-18.0% | $141,162-8.7% | $152,861-15.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.24% | 64.32%-52.1pp | 71.39%-59.2pp | 345.32%-333.1pp |
| Employer contribution / active EE | $11,257 | $5,261+114.0% | $4,735+137.7% | $4,762+136.4% |
| Participant deferral / active EE | $8,388 | $7,109+18.0% | $6,709+25.0% | $5,850+43.4% |
| Admin fee / account holder | $49,474 | $12,120+308.2% | $10,261+382.1% | $11,596+326.6% |