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 | $144,107 | $110,257+30.7% | $96,544+49.3% | $139,434+3.4% |
| Participation rate | 93.8% | 78.1%+15.7pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | -0.51% | 26.32%-26.8pp | 25.84%-26.4pp | 372.94%-373.5pp |
| Employer contribution / active EE | $4,375 | $3,620+20.9% | $2,965+47.6% | $4,751-7.9% |
| Participant deferral / active EE | $5,242 | $5,548-5.5% | $4,851+8.1% | $6,710-21.9% |
| Admin fee / account holder | $803 | $11,591-93.1% | $8,252-90.3% | $11,403-93.0% |