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 | $142,091 | $133,922+6.1% | $116,228+22.3% | $142,382-0.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 7.43% | 147.76%-140.3pp | 90.06%-82.6pp | 217.08%-209.6pp |
| Employer contribution / active EE | $2,075 | $3,446-39.8% | $2,994-30.7% | $4,299-51.7% |
| Participant deferral / active EE | $7,030 | $5,672+23.9% | $4,953+41.9% | $6,507+8.0% |
| Admin fee / account holder | $6,553 | $14,945-56.2% | $11,989-45.3% | $12,624-48.1% |