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 | $138,972 | $106,515+30.5% | $96,683+43.7% | $139,434-0.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.57% | 38.43%-27.9pp | 35.69%-25.1pp | 372.94%-362.4pp |
| Employer contribution / active EE | $3,788 | $4,103-7.7% | $3,737+1.4% | $4,751-20.3% |
| Participant deferral / active EE | $10,016 | $5,454+83.7% | $4,878+105.3% | $6,710+49.3% |
| Admin fee / account holder | $80,994 | $7,877+928.3% | $6,730+1103.6% | $11,403+610.3% |