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 | $119,476 | $106,515+12.2% | $96,683+23.6% | $139,434-14.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.45% | 38.43%-29.0pp | 35.69%-26.2pp | 372.94%-363.5pp |
| Employer contribution / active EE | $2,376 | $4,103-42.1% | $3,737-36.4% | $4,751-50.0% |
| Participant deferral / active EE | $7,457 | $5,454+36.7% | $4,878+52.9% | $6,710+11.1% |
| Admin fee / account holder | $1,055 | $7,877-86.6% | $6,730-84.3% | $11,403-90.7% |