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 5-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 | $146,875 | $114,381+28.4% | $107,525+36.6% | $142,382+3.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.70% | 242.71%-232.0pp | 181.32%-170.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,392 | $4,015-65.3% | $3,754-62.9% | $4,299-67.6% |
| Participant deferral / active EE | $5,087 | $5,564-8.6% | $5,116-0.6% | $6,507-21.8% |
| Admin fee / account holder | $1,305 | $9,860-86.8% | $8,919-85.4% | $12,624-89.7% |