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 | $116,930 | $103,376+13.1% | $87,100+34.2% | $152,861-23.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 4.81% | 28.10%-23.3pp | 28.19%-23.4pp | 345.32%-340.5pp |
| Employer contribution / active EE | $12,448 | $3,220+286.5% | $2,521+393.7% | $4,762+161.4% |
| Participant deferral / active EE | $3,740 | $4,778-21.7% | $4,049-7.6% | $5,850-36.1% |
| Admin fee / account holder | $14,665 | $12,205+20.2% | $7,497+95.6% | $11,596+26.5% |