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 | $113,278 | $106,515+6.3% | $96,683+17.2% | $139,434-18.8% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 9.51% | 38.43%-28.9pp | 35.69%-26.2pp | 372.94%-363.4pp |
| Employer contribution / active EE | $2,653 | $4,103-35.3% | $3,737-29.0% | $4,751-44.2% |
| Participant deferral / active EE | $5,228 | $5,454-4.1% | $4,878+7.2% | $6,710-22.1% |
| Admin fee / account holder | $715 | $7,877-90.9% | $6,730-89.4% | $11,403-93.7% |