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 | $127,888 | $114,381+11.8% | $107,525+18.9% | $142,382-10.2% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.1%+7.5pp | 80.1%+2.5pp |
| Annual return | 10.85% | 242.71%-231.9pp | 181.32%-170.5pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,748 | $4,015-56.5% | $3,754-53.4% | $4,299-59.3% |
| Participant deferral / active EE | $2,668 | $5,564-52.1% | $5,116-47.9% | $6,507-59.0% |
| Admin fee / account holder | $5,073 | $9,860-48.5% | $8,919-43.1% | $12,624-59.8% |