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 | $111,322 | $74,888+48.7% | $71,209+56.3% | $142,382-21.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 10.69% | 345.14%-334.5pp | 282.51%-271.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,232 | $2,854-21.8% | $2,721-18.0% | $4,299-48.1% |
| Participant deferral / active EE | $7,959 | $4,454+78.7% | $4,175+90.6% | $6,507+22.3% |
| Admin fee / account holder | $8,296 | $5,568+49.0% | $5,349+55.1% | $12,624-34.3% |