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 | $118,451 | $107,334+10.4% | $92,893+27.5% | $152,861-22.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 10.47% | 145.58%-135.1pp | 109.41%-98.9pp | 345.32%-334.8pp |
| Employer contribution / active EE | $5,921 | $4,221+40.3% | $3,653+62.1% | $4,762+24.3% |
| Participant deferral / active EE | $3,715 | $4,845-23.3% | $4,236-12.3% | $5,850-36.5% |
| Admin fee / account holder | $1,783 | $7,079-74.8% | $5,794-69.2% | $11,596-84.6% |