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 | $107,324 | $112,096-4.3% | $95,952+11.9% | $158,922-32.5% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 4.18% | 171.09%-166.9pp | 91.61%-87.4pp | 302.83%-298.6pp |
| Employer contribution / active EE | $2,907 | $3,198-9.1% | $2,541+14.4% | $4,761-38.9% |
| Participant deferral / active EE | $5,718 | $4,784+19.5% | $4,167+37.2% | $5,982-4.4% |
| Admin fee / account holder | $5,273 | $10,130-48.0% | $6,795-22.4% | $11,246-53.1% |