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 | $118,181 | $135,952-13.1% | $123,892-4.6% | $273,961-56.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.46% | 56.63%-53.2pp | 47.52%-44.1pp | 41.45%-38.0pp |
| Employer contribution / active EE | $3,817 | $5,170-26.2% | $4,617-17.3% | $4,869-21.6% |
| Participant deferral / active EE | $13,263 | $6,343+109.1% | $5,984+121.6% | $5,287+150.8% |
| Admin fee / account holder | $67,273 | $9,817+585.3% | $8,357+705.0% | $10,132+564.0% |