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 3-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 | $111,673 | $108,919+2.5% | $100,391+11.2% | $145,922-23.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 4.90% | 57.88%-53.0pp | 49.20%-44.3pp | 561.29%-556.4pp |
| Employer contribution / active EE | $4,125 | $4,419-6.7% | $3,942+4.7% | $4,660-11.5% |
| Participant deferral / active EE | $12,375 | $8,445+46.5% | $8,082+53.1% | $6,688+85.0% |
| Admin fee / account holder | $1,055 | $9,689-89.1% | $7,899-86.6% | $13,397-92.1% |