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 | $78,370 | $74,888+4.6% | $71,209+10.1% | $142,382-45.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 3.57% | 345.14%-341.6pp | 282.51%-278.9pp | 217.08%-213.5pp |
| Employer contribution / active EE | $6,140 | $2,854+115.1% | $2,721+125.7% | $4,299+42.8% |
| Participant deferral / active EE | $13,460 | $4,454+202.2% | $4,175+222.4% | $6,507+106.8% |
| Admin fee / account holder | $105,862 | $5,568+1801.1% | $5,349+1879.2% | $12,624+738.6% |