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 | $117,313 | $117,841-0.4% | $102,423+14.5% | $145,922-19.6% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 8.57% | 31.65%-23.1pp | 29.32%-20.8pp | 561.29%-552.7pp |
| Employer contribution / active EE | $3,723 | $3,615+3.0% | $3,023+23.1% | $4,660-20.1% |
| Participant deferral / active EE | $11,724 | $5,731+104.6% | $5,053+132.0% | $6,688+75.3% |
| Admin fee / account holder | $44,039 | $13,326+230.5% | $9,451+366.0% | $13,397+228.7% |