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 | $131,030 | $111,301+17.7% | $112,977+16.0% | $158,922-17.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 6.05% | 26.40%-20.3pp | 24.24%-18.2pp | 302.83%-296.8pp |
| Employer contribution / active EE | $2,993 | $4,471-33.1% | $4,255-29.7% | $4,761-37.1% |
| Participant deferral / active EE | $7,689 | $5,880+30.8% | $5,836+31.8% | $5,982+28.5% |
| Admin fee / account holder | $1,562 | $8,392-81.4% | $6,294-75.2% | $11,246-86.1% |