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 | $127,773 | $124,319+2.8% | $111,297+14.8% | $167,490-23.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 2.83% | 37.44%-34.6pp | 54.65%-51.8pp | 478.56%-475.7pp |
| Employer contribution / active EE | $4,636 | $3,435+34.9% | $2,731+69.8% | $4,837-4.2% |
| Participant deferral / active EE | $10,545 | $5,180+103.6% | $4,487+135.0% | $6,341+66.3% |
| Admin fee / account holder | $16,893 | $10,618+59.1% | $7,964+112.1% | $12,309+37.2% |