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 | $121,938 | $117,841+3.5% | $102,423+19.1% | $145,922-16.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.92% | 31.65%-23.7pp | 29.32%-21.4pp | 561.29%-553.4pp |
| Employer contribution / active EE | $10,179 | $3,615+181.6% | $3,023+236.7% | $4,660+118.5% |
| Participant deferral / active EE | $8,637 | $5,731+50.7% | $5,053+70.9% | $6,688+29.1% |
| Admin fee / account holder | $11,366 | $13,326-14.7% | $9,451+20.3% | $13,397-15.2% |