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 | $130,785 | $165,984-21.2% | $164,813-20.6% | $145,922-10.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.24% | 100.03%-91.8pp | 69.93%-61.7pp | 561.29%-553.0pp |
| Employer contribution / active EE | $12,937 | $5,273+145.3% | $4,341+198.0% | $4,660+177.6% |
| Participant deferral / active EE | $14,330 | $6,959+105.9% | $6,031+137.6% | $6,688+114.3% |
| Admin fee / account holder | $1,287 | $16,648-92.3% | $12,690-89.9% | $13,397-90.4% |