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 | $145,049 | $159,602-9.1% | $150,045-3.3% | $142,382+1.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.80% | 70.24%-61.4pp | 62.55%-53.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $22,867 | $4,961+361.0% | $4,693+387.2% | $4,299+431.9% |
| Participant deferral / active EE | $12,564 | $8,310+51.2% | $7,997+57.1% | $6,507+93.1% |
| Admin fee / account holder | $1,127 | $14,846-92.4% | $13,435-91.6% | $12,624-91.1% |