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 | $133,121 | $127,065+4.8% | $113,168+17.6% | $142,382-6.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 9.83% | 24.03%-14.2pp | 24.27%-14.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,068 | $3,442-39.9% | $2,975-30.5% | $4,299-51.9% |
| Participant deferral / active EE | $2,594 | $5,716-54.6% | $5,107-49.2% | $6,507-60.1% |
| Admin fee / account holder | $25,277 | $15,736+60.6% | $12,068+109.5% | $12,624+100.2% |