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 | $179,379 | $227,553-21.2% | $189,557-5.4% | $167,490+7.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 6.17% | 78.40%-72.2pp | 64.17%-58.0pp | 478.56%-472.4pp |
| Employer contribution / active EE | $2,613 | $5,316-50.8% | $4,412-40.8% | $4,837-46.0% |
| Participant deferral / active EE | $2,484 | $7,002-64.5% | $6,174-59.8% | $6,341-60.8% |
| Admin fee / account holder | $2,209 | $11,878-81.4% | $9,807-77.5% | $12,309-82.1% |