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 | $125,593 | $100,773+24.6% | $88,946+41.2% | $142,382-11.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.75% | 70.18%-59.4pp | 57.82%-47.1pp | 217.08%-206.3pp |
| Employer contribution / active EE | $37,955 | $2,918+1200.9% | $2,555+1385.5% | $4,299+782.9% |
| Participant deferral / active EE | $74,715 | $5,230+1328.5% | $4,581+1530.8% | $6,507+1048.2% |
| Admin fee / account holder | $12,902 | $9,693+33.1% | $8,261+56.2% | $12,624+2.2% |