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 | $154,056 | $124,281+24.0% | $109,143+41.2% | $167,490-8.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.71% | 26.04%-17.3pp | 25.75%-17.0pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,960 | $4,207-53.4% | $3,722-47.3% | $4,837-59.5% |
| Participant deferral / active EE | $1,813 | $5,255-65.5% | $4,653-61.0% | $6,341-71.4% |
| Admin fee / account holder | $34,303 | $7,970+330.4% | $6,752+408.0% | $12,309+178.7% |