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 | $147,327 | $115,770+27.3% | $101,248+45.5% | $158,922-7.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.46% | 56.14%-51.7pp | 46.47%-42.0pp | 302.83%-298.4pp |
| Employer contribution / active EE | $8,787 | $4,175+110.5% | $3,660+140.1% | $4,761+84.5% |
| Participant deferral / active EE | $2,034 | $4,957-59.0% | $4,370-53.5% | $5,982-66.0% |
| Admin fee / account holder | $5,657 | $7,245-21.9% | $5,945-4.9% | $11,246-49.7% |