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 | $126,171 | $209,411-39.7% | $178,490-29.3% | $158,922-20.6% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 4.42% | 188.75%-184.3pp | 151.07%-146.6pp | 302.83%-298.4pp |
| Employer contribution / active EE | $6,117 | $5,706+7.2% | $5,011+22.1% | $4,761+28.5% |
| Participant deferral / active EE | $4,948 | $5,954-16.9% | $5,202-4.9% | $5,982-17.3% |
| Admin fee / account holder | $68,145 | $17,074+299.1% | $13,984+387.3% | $11,246+506.0% |