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 | $131,950 | $114,381+15.4% | $107,525+22.7% | $142,382-7.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.94% | 242.71%-232.8pp | 181.32%-171.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,547 | $4,015-61.5% | $3,754-58.8% | $4,299-64.0% |
| Participant deferral / active EE | $3,662 | $5,564-34.2% | $5,116-28.4% | $6,507-43.7% |
| Admin fee / account holder | $2,163 | $9,860-78.1% | $8,919-75.8% | $12,624-82.9% |