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 | $105,778 | $100,773+5.0% | $88,946+18.9% | $142,382-25.7% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 5.35% | 70.18%-64.8pp | 57.82%-52.5pp | 217.08%-211.7pp |
| Employer contribution / active EE | $1,730 | $2,918-40.7% | $2,555-32.3% | $4,299-59.8% |
| Participant deferral / active EE | $12,546 | $5,230+139.9% | $4,581+173.9% | $6,507+92.8% |
| Admin fee / account holder | $1,173 | $9,693-87.9% | $8,261-85.8% | $12,624-90.7% |