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 | $111,272 | $69,207+60.8% | $64,056+73.7% | $139,434-20.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.42% | 45.88%-36.5pp | 33.69%-24.3pp | 372.94%-363.5pp |
| Employer contribution / active EE | $3,910 | $3,182+22.9% | $2,747+42.3% | $4,751-17.7% |
| Participant deferral / active EE | $6,605 | $4,682+41.1% | $3,880+70.2% | $6,710-1.6% |
| Admin fee / account holder | $2,695 | $4,244-36.5% | $3,068-12.2% | $11,403-76.4% |