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 | $128,260 | $157,256-18.4% | $141,162-9.1% | $152,861-16.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.14% | 64.32%-53.2pp | 71.39%-60.2pp | 345.32%-334.2pp |
| Employer contribution / active EE | $17,056 | $5,261+224.2% | $4,735+260.2% | $4,762+258.1% |
| Participant deferral / active EE | $15,250 | $7,109+114.5% | $6,709+127.3% | $5,850+160.7% |
| Admin fee / account holder | $11,962 | $12,120-1.3% | $10,261+16.6% | $11,596+3.2% |