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 | $107,356 | $74,888+43.4% | $71,209+50.8% | $142,382-24.6% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 12.40% | 345.14%-332.7pp | 282.51%-270.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,980 | $2,854+39.4% | $2,721+46.3% | $4,299-7.4% |
| Participant deferral / active EE | $10,484 | $4,454+135.4% | $4,175+151.1% | $6,507+61.1% |
| Admin fee / account holder | $4,920 | $5,568-11.7% | $5,349-8.0% | $12,624-61.0% |