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 | $145,367 | $163,101-10.9% | $136,749+6.3% | $142,382+2.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 3.18% | 27.54%-24.4pp | 24.33%-21.1pp | 217.08%-213.9pp |
| Employer contribution / active EE | $2,701 | $4,117-34.4% | $3,400-20.5% | $4,299-37.2% |
| Participant deferral / active EE | $8,187 | $5,585+46.6% | $4,692+74.5% | $6,507+25.8% |
| Admin fee / account holder | $14,767 | $14,318+3.1% | $11,386+29.7% | $12,624+17.0% |