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 | $117,648 | $110,257+6.7% | $96,544+21.9% | $139,434-15.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 4.39% | 26.32%-21.9pp | 25.84%-21.4pp | 372.94%-368.5pp |
| Employer contribution / active EE | $2,519 | $3,620-30.4% | $2,965-15.0% | $4,751-47.0% |
| Participant deferral / active EE | $11,550 | $5,548+108.2% | $4,851+138.1% | $6,710+72.1% |
| Admin fee / account holder | $46,011 | $11,591+296.9% | $8,252+457.5% | $11,403+303.5% |