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 | $206,011 | $214,378-3.9% | $200,582+2.7% | $142,382+44.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.10% | 46.41%-35.3pp | 42.33%-31.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,072 | $6,841-40.5% | $6,419-36.6% | $4,299-5.3% |
| Participant deferral / active EE | $11,946 | $9,865+21.1% | $9,331+28.0% | $6,507+83.6% |
| Admin fee / account holder | $106,406 | $17,692+501.4% | $16,305+552.6% | $12,624+742.9% |