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 | $135,683 | $114,381+18.6% | $107,525+26.2% | $142,382-4.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.23% | 242.71%-233.5pp | 181.32%-172.1pp | 217.08%-207.8pp |
| Employer contribution / active EE | $2,611 | $4,015-35.0% | $3,754-30.4% | $4,299-39.3% |
| Participant deferral / active EE | $8,234 | $5,564+48.0% | $5,116+61.0% | $6,507+26.5% |
| Admin fee / account holder | $96,489 | $9,860+878.6% | $8,919+981.9% | $12,624+664.3% |