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 | $198,652 | $176,812+12.4% | $146,665+35.4% | $167,490+18.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -0.22% | 24.03%-24.3pp | 22.74%-23.0pp | 478.56%-478.8pp |
| Employer contribution / active EE | $4,023 | $5,160-22.0% | $4,136-2.7% | $4,837-16.8% |
| Participant deferral / active EE | $5,458 | $6,440-15.2% | $5,506-0.9% | $6,341-13.9% |
| Admin fee / account holder | $2,669 | $13,259-79.9% | $10,280-74.0% | $12,309-78.3% |