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 | $143,778 | $124,281+15.7% | $109,143+31.7% | $167,490-14.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.33% | 26.04%-21.7pp | 25.75%-21.4pp | 478.56%-474.2pp |
| Employer contribution / active EE | $3,802 | $4,207-9.6% | $3,722+2.2% | $4,837-21.4% |
| Participant deferral / active EE | $2,627 | $5,255-50.0% | $4,653-43.6% | $6,341-58.6% |
| Admin fee / account holder | $30,148 | $7,970+278.3% | $6,752+346.5% | $12,309+144.9% |