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 | $121,872 | $114,381+6.5% | $107,525+13.3% | $142,382-14.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 8.40% | 242.71%-234.3pp | 181.32%-172.9pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,988 | $4,015-50.5% | $3,754-47.0% | $4,299-53.8% |
| Participant deferral / active EE | $3,890 | $5,564-30.1% | $5,116-24.0% | $6,507-40.2% |
| Admin fee / account holder | $168,569 | $9,860+1609.6% | $8,919+1790.1% | $12,624+1235.3% |