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 | $131,279 | $118,450+10.8% | $98,439+33.4% | $139,434-5.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 6.14% | 18.94%-12.8pp | 21.16%-15.0pp | 372.94%-366.8pp |
| Employer contribution / active EE | $16,667 | $3,609+361.8% | $3,048+446.8% | $4,751+250.8% |
| Participant deferral / active EE | $7,628 | $5,392+41.5% | $4,738+61.0% | $6,710+13.7% |
| Admin fee / account holder | $21,141 | $14,026+50.7% | $8,948+136.3% | $11,403+85.4% |