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 | $141,533 | $140,940+0.4% | $112,229+26.1% | $139,434+1.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.68% | 32.71%-30.0pp | 30.20%-27.5pp | 372.94%-370.3pp |
| Employer contribution / active EE | $2,202 | $4,283-48.6% | $3,430-35.8% | $4,751-53.6% |
| Participant deferral / active EE | $6,479 | $5,874+10.3% | $4,798+35.0% | $6,710-3.4% |
| Admin fee / account holder | $5,669 | $9,954-43.0% | $7,748-26.8% | $11,403-50.3% |