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 | $107,618 | $106,584+1.0% | $101,326+6.2% | $142,382-24.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 9.83% | 36.93%-27.1pp | 36.82%-27.0pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,469 | $3,956-37.6% | $3,665-32.6% | $4,299-42.6% |
| Participant deferral / active EE | $4,280 | $8,297-48.4% | $7,994-46.5% | $6,507-34.2% |
| Admin fee / account holder | $29,780 | $11,446+160.2% | $11,185+166.2% | $12,624+135.9% |