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 | $121,789 | $102,317+19.0% | $146,958-17.1% | $80,856+50.6% |
| Participation rate | 78.2% | 75.8%+2.3pp | 82.2%-4.0pp | 67.6%+10.5pp |
| Annual return | 10.95% | 134.76%-123.8pp | 418.34%-407.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,208 | $3,713-40.5% | $4,933-55.2% | $2,755-19.8% |
| Participant deferral / active EE | $6,761 | $6,644+1.8% | $8,070-16.2% | $4,296+57.4% |
| Admin fee / account holder | $5,933 | $7,941-25.3% | $12,998-54.4% | $6,918-14.2% |