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 | $116,317 | $90,348+28.7% | $75,972+53.1% | $145,922-20.3% |
| Participation rate | 85.7% | 74.5%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 8.29% | 620.88%-612.6pp | 359.55%-351.3pp | 561.29%-553.0pp |
| Employer contribution / active EE | $3,361 | $3,311+1.5% | $2,685+25.2% | $4,660-27.9% |
| Participant deferral / active EE | $8,437 | $5,162+63.5% | $4,255+98.3% | $6,688+26.2% |
| Admin fee / account holder | $49,076 | $8,467+479.6% | $6,467+658.9% | $13,397+266.3% |