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 | $109,635 | $114,381-4.1% | $107,525+2.0% | $142,382-23.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 10.52% | 242.71%-232.2pp | 181.32%-170.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,776 | $4,015-55.8% | $3,754-52.7% | $4,299-58.7% |
| Participant deferral / active EE | $4,402 | $5,564-20.9% | $5,116-13.9% | $6,507-32.4% |
| Admin fee / account holder | $33,003 | $9,860+234.7% | $8,919+270.0% | $12,624+161.4% |