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 | $131,629 | $114,381+15.1% | $107,525+22.4% | $142,382-7.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 5.89% | 242.71%-236.8pp | 181.32%-175.4pp | 217.08%-211.2pp |
| Employer contribution / active EE | $3,053 | $4,015-23.9% | $3,754-18.7% | $4,299-29.0% |
| Participant deferral / active EE | $13,225 | $5,564+137.7% | $5,116+158.5% | $6,507+103.2% |
| Admin fee / account holder | $3,443 | $9,860-65.1% | $8,919-61.4% | $12,624-72.7% |