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 | $123,193 | $118,849+3.7% | $96,562+27.6% | $167,490-26.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.06% | 50.49%-42.4pp | 37.78%-29.7pp | 478.56%-470.5pp |
| Employer contribution / active EE | $3,430 | $3,120+9.9% | $2,356+45.5% | $4,837-29.1% |
| Participant deferral / active EE | $3,250 | $4,616-29.6% | $3,849-15.6% | $6,341-48.7% |
| Admin fee / account holder | $1,481 | $8,065-81.6% | $6,181-76.0% | $12,309-88.0% |