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 | $112,737 | $102,966+9.5% | $90,281+24.9% | $152,861-26.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 4.41% | 95.16%-90.8pp | 78.10%-73.7pp | 345.32%-340.9pp |
| Employer contribution / active EE | $2,077 | $3,139-33.8% | $2,854-27.2% | $4,762-56.4% |
| Participant deferral / active EE | $3,988 | $4,281-6.9% | $3,885+2.6% | $5,850-31.8% |
| Admin fee / account holder | $1,985 | $6,171-67.8% | $5,351-62.9% | $11,596-82.9% |