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 | $140,092 | $159,602-12.2% | $150,045-6.6% | $142,382-1.6% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 7.41% | 70.24%-62.8pp | 62.55%-55.1pp | 217.08%-209.7pp |
| Employer contribution / active EE | $2,399 | $4,961-51.6% | $4,693-48.9% | $4,299-44.2% |
| Participant deferral / active EE | $5,001 | $8,310-39.8% | $7,997-37.5% | $6,507-23.1% |
| Admin fee / account holder | $189,147 | $14,846+1174.0% | $13,435+1307.9% | $12,624+1398.3% |