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 | $109,362 | $106,515+2.7% | $96,683+13.1% | $139,434-21.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.15% | 38.43%-32.3pp | 35.69%-29.5pp | 372.94%-366.8pp |
| Employer contribution / active EE | $10,794 | $4,103+163.1% | $3,737+188.9% | $4,751+127.2% |
| Participant deferral / active EE | $16,003 | $5,454+193.4% | $4,878+228.1% | $6,710+138.5% |
| Admin fee / account holder | $49,396 | $7,877+527.1% | $6,730+634.0% | $11,403+333.2% |