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 | $102,745 | $77,730+32.2% | $70,164+46.4% | $139,434-26.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.69% | 18.98%-9.3pp | 18.87%-9.2pp | 372.94%-363.2pp |
| Employer contribution / active EE | $3,895 | $4,990-22.0% | $4,287-9.1% | $4,751-18.0% |
| Participant deferral / active EE | $4,009 | $6,448-37.8% | $5,395-25.7% | $6,710-40.2% |
| Admin fee / account holder | $8,486 | $5,368+58.1% | $4,561+86.1% | $11,403-25.6% |