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 | $136,075 | $163,101-16.6% | $136,749-0.5% | $142,382-4.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 6.41% | 27.54%-21.1pp | 24.33%-17.9pp | 217.08%-210.7pp |
| Employer contribution / active EE | $5,904 | $4,117+43.4% | $3,400+73.7% | $4,299+37.3% |
| Participant deferral / active EE | $11,526 | $5,585+106.4% | $4,692+145.6% | $6,507+77.1% |
| Admin fee / account holder | $70,285 | $14,318+390.9% | $11,386+517.3% | $12,624+456.8% |