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 | $108,913 | $104,974+3.8% | $95,585+13.9% | $142,382-23.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 9.86% | 210.33%-200.5pp | 38.56%-28.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $10,685 | $2,779+284.5% | $2,527+322.9% | $4,299+148.5% |
| Participant deferral / active EE | $4,334 | $4,352-0.4% | $4,023+7.7% | $6,507-33.4% |
| Admin fee / account holder | $1,242 | $6,386-80.5% | $6,127-79.7% | $12,624-90.2% |