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 | $146,983 | $175,202-16.1% | $149,673-1.8% | $139,434+5.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 4.86% | 166.71%-161.8pp | 134.42%-129.6pp | 372.94%-368.1pp |
| Employer contribution / active EE | $4,000 | $5,474-26.9% | $4,818-17.0% | $4,751-15.8% |
| Participant deferral / active EE | $2,449 | $6,519-62.4% | $5,680-56.9% | $6,710-63.5% |
| Admin fee / account holder | $1,837 | $16,150-88.6% | $13,210-86.1% | $11,403-83.9% |