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 | $83,244 | $83,902-0.8% | $167,512-50.3% | $84,808-1.8% |
| Participation rate | 97.2% | 66.5%+30.8pp | 77.1%+20.2pp | 68.3%+28.9pp |
| Annual return | 11.57% | 91.55%-80.0pp | 1615.79%-1604.2pp | 40.90%-29.3pp |
| Employer contribution / active EE | $5,128 | $2,264+126.5% | $3,882+32.1% | $2,631+94.9% |
| Participant deferral / active EE | $6,536 | $4,442+47.1% | $6,405+2.1% | $4,212+55.2% |
| Admin fee / account holder | $10,752 | $7,915+35.8% | $9,769+10.1% | $7,344+46.4% |