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 | $160,267 | $124,319+28.9% | $111,297+44.0% | $167,490-4.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 6.44% | 37.44%-31.0pp | 54.65%-48.2pp | 478.56%-472.1pp |
| Employer contribution / active EE | $2,920 | $3,435-15.0% | $2,731+6.9% | $4,837-39.6% |
| Participant deferral / active EE | $6,175 | $5,180+19.2% | $4,487+37.6% | $6,341-2.6% |
| Admin fee / account holder | $6,909 | $10,618-34.9% | $7,964-13.2% | $12,309-43.9% |