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 | $103,255 | $74,888+37.9% | $71,209+45.0% | $142,382-27.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.48% | 345.14%-334.7pp | 282.51%-272.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $7,261 | $2,854+154.4% | $2,721+166.9% | $4,299+68.9% |
| Participant deferral / active EE | $2,634 | $4,454-40.9% | $4,175-36.9% | $6,507-59.5% |
| Admin fee / account holder | $37,595 | $5,568+575.2% | $5,349+602.9% | $12,624+197.8% |