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 | $92,557 | $74,888+23.6% | $71,209+30.0% | $142,382-35.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.34% | 345.14%-333.8pp | 282.51%-271.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,492 | $2,854-12.7% | $2,721-8.4% | $4,299-42.0% |
| Participant deferral / active EE | $4,339 | $4,454-2.6% | $4,175+3.9% | $6,507-33.3% |
| Admin fee / account holder | $25,390 | $5,568+356.0% | $5,349+374.7% | $12,624+101.1% |