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 | $111,062 | $114,381-2.9% | $107,525+3.3% | $142,382-22.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 8.78% | 242.71%-233.9pp | 181.32%-172.5pp | 217.08%-208.3pp |
| Employer contribution / active EE | $9,751 | $4,015+142.9% | $3,754+159.8% | $4,299+126.8% |
| Participant deferral / active EE | $3,230 | $5,564-42.0% | $5,116-36.9% | $6,507-50.4% |
| Admin fee / account holder | $30,167 | $9,860+205.9% | $8,919+238.2% | $12,624+139.0% |