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 | $106,841 | $93,571+14.2% | $135,903-21.4% | $75,163+42.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 10.62% | 30.90%-20.3pp | 68.23%-57.6pp | 160.62%-150.0pp |
| Employer contribution / active EE | $1,410 | $3,537-60.1% | $4,856-71.0% | $2,670-47.2% |
| Participant deferral / active EE | $3,687 | $6,404-42.4% | $7,758-52.5% | $4,125-10.6% |
| Admin fee / account holder | $2,158 | $6,975-69.1% | $10,762-79.9% | $5,651-61.8% |