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 | $125,810 | $105,126+19.7% | $94,646+32.9% | $139,434-9.8% |
| Participation rate | 94.7% | 82.4%+12.4pp | 80.8%+13.9pp | 80.3%+14.4pp |
| Annual return | 10.66% | 38.03%-27.4pp | 156.71%-146.0pp | 372.94%-362.3pp |
| Employer contribution / active EE | $3,736 | $4,106-9.0% | $3,672+1.8% | $4,751-21.4% |
| Participant deferral / active EE | $4,506 | $7,599-40.7% | $7,418-39.3% | $6,710-32.8% |
| Admin fee / account holder | $27,585 | $8,984+207.0% | $7,231+281.5% | $11,403+141.9% |