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 | $123,714 | $98,240+25.9% | $82,313+50.3% | $147,584-16.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.41% | 30.85%-23.4pp | 25.88%-18.5pp | 578.55%-571.1pp |
| Employer contribution / active EE | $3,522 | $3,192+10.3% | $2,428+45.0% | $4,876-27.8% |
| Participant deferral / active EE | $2,343 | $4,383-46.5% | $3,706-36.8% | $5,439-56.9% |
| Admin fee / account holder | $7,277 | $8,563-15.0% | $5,608+29.8% | $10,885-33.1% |