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 | $81,518 | $74,888+8.9% | $71,209+14.5% | $142,382-42.7% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 9.70% | 345.14%-335.4pp | 282.51%-272.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,360 | $2,854-17.3% | $2,721-13.3% | $4,299-45.1% |
| Participant deferral / active EE | $4,628 | $4,454+3.9% | $4,175+10.8% | $6,507-28.9% |
| Admin fee / account holder | $39,993 | $5,568+618.2% | $5,349+647.7% | $12,624+216.8% |