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 | $113,495 | $105,998+7.1% | $92,233+23.1% | $147,584-23.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.72% | 50.05%-43.3pp | 176.28%-169.6pp | 578.55%-571.8pp |
| Employer contribution / active EE | $9,715 | $4,333+124.2% | $3,679+164.0% | $4,876+99.2% |
| Participant deferral / active EE | $8,718 | $4,478+94.7% | $3,897+123.7% | $5,439+60.3% |
| Admin fee / account holder | $2,532 | $6,332-60.0% | $5,194-51.3% | $10,885-76.7% |