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 | $127,826 | $137,414-7.0% | $189,513-32.6% | $85,850+48.9% |
| Participation rate | 95.7% | 84.6%+11.1pp | 87.8%+7.9pp | 69.3%+26.4pp |
| Annual return | 10.83% | 38.14%-27.3pp | 555.15%-544.3pp | 318.53%-307.7pp |
| Employer contribution / active EE | $8,035 | $4,344+85.0% | $6,162+30.4% | $2,565+213.3% |
| Participant deferral / active EE | $3,596 | $6,260-42.6% | $8,221-56.3% | $3,952-9.0% |
| Admin fee / account holder | $28,699 | $8,630+232.6% | $12,045+138.3% | $6,260+358.5% |