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 | $103,572 | $117,983-12.2% | $101,794+1.7% | $142,382-27.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 7.65% | 36.92%-29.3pp | 30.53%-22.9pp | 217.08%-209.4pp |
| Employer contribution / active EE | $11,422 | $2,773+311.9% | $2,289+399.0% | $4,299+165.7% |
| Participant deferral / active EE | $9,845 | $4,714+108.9% | $4,084+141.1% | $6,507+51.3% |
| Admin fee / account holder | $115,015 | $10,433+1002.4% | $8,777+1210.4% | $12,624+811.1% |