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 | $126,053 | $114,381+10.2% | $107,525+17.2% | $142,382-11.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 4.89% | 242.71%-237.8pp | 181.32%-176.4pp | 217.08%-212.2pp |
| Employer contribution / active EE | $12,975 | $4,015+223.2% | $3,754+245.7% | $4,299+201.8% |
| Participant deferral / active EE | $8,895 | $5,564+59.9% | $5,116+73.9% | $6,507+36.7% |
| Admin fee / account holder | $157,935 | $9,860+1501.8% | $8,919+1670.8% | $12,624+1151.1% |