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 | $105,081 | $74,888+40.3% | $71,209+47.6% | $142,382-26.2% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 11.30% | 345.14%-333.8pp | 282.51%-271.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,143 | $2,854-24.9% | $2,721-21.2% | $4,299-50.2% |
| Participant deferral / active EE | $8,731 | $4,454+96.0% | $4,175+109.1% | $6,507+34.2% |
| Admin fee / account holder | $7,390 | $5,568+32.7% | $5,349+38.2% | $12,624-41.5% |