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 | $135,986 | $209,411-35.1% | $178,490-23.8% | $158,922-14.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.72% | 188.75%-187.0pp | 151.07%-149.4pp | 302.83%-301.1pp |
| Employer contribution / active EE | $6,148 | $5,706+7.7% | $5,011+22.7% | $4,761+29.1% |
| Participant deferral / active EE | $4,215 | $5,954-29.2% | $5,202-19.0% | $5,982-29.5% |
| Admin fee / account holder | $5,923 | $17,074-65.3% | $13,984-57.6% | $11,246-47.3% |