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 | $147,513 | $114,381+29.0% | $107,525+37.2% | $142,382+3.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.36% | 242.71%-236.3pp | 181.32%-175.0pp | 217.08%-210.7pp |
| Employer contribution / active EE | $992 | $4,015-75.3% | $3,754-73.6% | $4,299-76.9% |
| Participant deferral / active EE | $2,795 | $5,564-49.8% | $5,116-45.4% | $6,507-57.0% |
| Admin fee / account holder | $3,530 | $9,860-64.2% | $8,919-60.4% | $12,624-72.0% |