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 | $111,182 | $77,419+43.6% | $69,455+60.1% | $152,861-27.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 3.54% | 39.06%-35.5pp | 28.97%-25.4pp | 345.32%-341.8pp |
| Employer contribution / active EE | $5,478 | $3,315+65.2% | $2,779+97.1% | $4,762+15.0% |
| Participant deferral / active EE | $5,014 | $4,414+13.6% | $3,535+41.8% | $5,850-14.3% |
| Admin fee / account holder | $1,897 | $6,207-69.4% | $3,839-50.6% | $11,596-83.6% |