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 | $123,624 | $112,096+10.3% | $95,952+28.8% | $158,922-22.2% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 3.90% | 171.09%-167.2pp | 91.61%-87.7pp | 302.83%-298.9pp |
| Employer contribution / active EE | $3,529 | $3,198+10.3% | $2,541+38.9% | $4,761-25.9% |
| Participant deferral / active EE | $5,234 | $4,784+9.4% | $4,167+25.6% | $5,982-12.5% |
| Admin fee / account holder | $871 | $10,130-91.4% | $6,795-87.2% | $11,246-92.3% |