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 7-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 | $75,349 | $74,888+0.6% | $71,209+5.8% | $142,382-47.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.79% | 345.14%-336.3pp | 282.51%-273.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,692 | $2,854-40.7% | $2,721-37.8% | $4,299-60.7% |
| Participant deferral / active EE | $7,773 | $4,454+74.5% | $4,175+86.2% | $6,507+19.4% |
| Admin fee / account holder | $44,865 | $5,568+705.7% | $5,349+738.8% | $12,624+255.4% |