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 | $112,868 | $198,466-43.1% | $170,442-33.8% | $147,584-23.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.23% | 257.29%-252.1pp | 205.93%-200.7pp | 578.55%-573.3pp |
| Employer contribution / active EE | $9,769 | $6,184+58.0% | $5,433+79.8% | $4,876+100.3% |
| Participant deferral / active EE | $3,925 | $5,629-30.3% | $4,939-20.5% | $5,439-27.8% |
| Admin fee / account holder | $1,222 | $16,852-92.7% | $13,880-91.2% | $10,885-88.8% |