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 | $107,175 | $74,888+43.1% | $71,209+50.5% | $142,382-24.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.80% | 345.14%-337.3pp | 282.51%-274.7pp | 217.08%-209.3pp |
| Employer contribution / active EE | $5,233 | $2,854+83.3% | $2,721+92.3% | $4,299+21.7% |
| Participant deferral / active EE | $3,984 | $4,454-10.6% | $4,175-4.6% | $6,507-38.8% |
| Admin fee / account holder | $9,154 | $5,568+64.4% | $5,349+71.1% | $12,624-27.5% |