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 9-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 | $120,080 | $148,534-19.2% | $135,903-11.6% | $139,434-13.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.52% | 79.19%-68.7pp | 68.23%-57.7pp | 372.94%-362.4pp |
| Employer contribution / active EE | $13,030 | $5,243+148.5% | $4,856+168.3% | $4,751+174.3% |
| Participant deferral / active EE | $3,127 | $8,100-61.4% | $7,758-59.7% | $6,710-53.4% |
| Admin fee / account holder | $3,109 | $12,400-74.9% | $10,762-71.1% | $11,403-72.7% |