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 | $137,348 | $124,319+10.5% | $111,297+23.4% | $167,490-18.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 7.82% | 37.44%-29.6pp | 54.65%-46.8pp | 478.56%-470.7pp |
| Employer contribution / active EE | $1,745 | $3,435-49.2% | $2,731-36.1% | $4,837-63.9% |
| Participant deferral / active EE | $7,779 | $5,180+50.2% | $4,487+73.4% | $6,341+22.7% |
| Admin fee / account holder | $1,128 | $10,618-89.4% | $7,964-85.8% | $12,309-90.8% |