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 | $114,349 | $105,181+8.7% | $159,436-28.3% | $85,850+33.2% |
| Participation rate | 85.1% | 75.8%+9.4pp | 82.8%+2.3pp | 69.3%+15.8pp |
| Annual return | 12.49% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,752 | $3,318-17.1% | $4,829-43.0% | $2,565+7.3% |
| Participant deferral / active EE | $7,933 | $5,945+33.4% | $7,352+7.9% | $3,952+100.7% |
| Admin fee / account holder | $1,630 | $6,933-76.5% | $10,799-84.9% | $6,260-74.0% |