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 | $104,460 | $102,317+2.1% | $146,958-28.9% | $80,856+29.2% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.2%-6.1pp | 67.6%+8.4pp |
| Annual return | 9.11% | 134.76%-125.6pp | 418.34%-409.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $3,797 | $3,713+2.3% | $4,933-23.0% | $2,755+37.8% |
| Participant deferral / active EE | $8,991 | $6,644+35.3% | $8,070+11.4% | $4,296+109.3% |
| Admin fee / account holder | $12,308 | $7,941+55.0% | $12,998-5.3% | $6,918+77.9% |