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 | $139,215 | $110,257+26.3% | $96,544+44.2% | $139,434-0.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -1.38% | 26.32%-27.7pp | 25.84%-27.2pp | 372.94%-374.3pp |
| Employer contribution / active EE | $3,891 | $3,620+7.5% | $2,965+31.2% | $4,751-18.1% |
| Participant deferral / active EE | $10,613 | $5,548+91.3% | $4,851+118.8% | $6,710+58.2% |
| Admin fee / account holder | $11,754 | $11,591+1.4% | $8,252+42.4% | $11,403+3.1% |