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 | $101,614 | $114,381-11.2% | $107,525-5.5% | $142,382-28.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.80% | 242.71%-234.9pp | 181.32%-173.5pp | 217.08%-209.3pp |
| Employer contribution / active EE | $2,973 | $4,015-25.9% | $3,754-20.8% | $4,299-30.8% |
| Participant deferral / active EE | $4,024 | $5,564-27.7% | $5,116-21.3% | $6,507-38.2% |
| Admin fee / account holder | $17,744 | $9,860+80.0% | $8,919+99.0% | $12,624+40.6% |