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 | $139,168 | $107,334+29.7% | $92,893+49.8% | $152,861-9.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 8.85% | 145.58%-136.7pp | 109.41%-100.6pp | 345.32%-336.5pp |
| Employer contribution / active EE | $10,695 | $4,221+153.4% | $3,653+192.8% | $4,762+124.6% |
| Participant deferral / active EE | $4,716 | $4,845-2.7% | $4,236+11.3% | $5,850-19.4% |
| Admin fee / account holder | $1,190 | $7,079-83.2% | $5,794-79.5% | $11,596-89.7% |