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 | $126,396 | $96,635+30.8% | $86,612+45.9% | $139,434-9.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 9.66% | 106.41%-96.8pp | 591.07%-581.4pp | 372.94%-363.3pp |
| Employer contribution / active EE | $3,186 | $3,263-2.4% | $3,022+5.4% | $4,751-32.9% |
| Participant deferral / active EE | $3,829 | $4,836-20.8% | $4,438-13.7% | $6,710-42.9% |
| Admin fee / account holder | $7,628 | $6,408+19.0% | $5,614+35.9% | $11,403-33.1% |