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 | $111,258 | $102,317+8.7% | $146,958-24.3% | $80,856+37.6% |
| Participation rate | 72.9% | 75.8%-3.0pp | 82.2%-9.3pp | 67.6%+5.2pp |
| Annual return | 8.52% | 134.76%-126.2pp | 418.34%-409.8pp | 35.59%-27.1pp |
| Employer contribution / active EE | $2,077 | $3,713-44.1% | $4,933-57.9% | $2,755-24.6% |
| Participant deferral / active EE | $6,343 | $6,644-4.5% | $8,070-21.4% | $4,296+47.7% |
| Admin fee / account holder | $8,685 | $7,941+9.4% | $12,998-33.2% | $6,918+25.5% |