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 | $180,501 | $227,553-20.7% | $189,557-4.8% | $167,490+7.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 5.31% | 78.40%-73.1pp | 64.17%-58.9pp | 478.56%-473.2pp |
| Employer contribution / active EE | $10,902 | $5,316+105.1% | $4,412+147.1% | $4,837+125.4% |
| Participant deferral / active EE | $6,453 | $7,002-7.8% | $6,174+4.5% | $6,341+1.8% |
| Admin fee / account holder | $6,481 | $11,878-45.4% | $9,807-33.9% | $12,309-47.3% |