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 | $108,700 | $198,466-45.2% | $170,442-36.2% | $147,584-26.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.80% | 257.29%-250.5pp | 205.93%-199.1pp | 578.55%-571.8pp |
| Employer contribution / active EE | $1,642 | $6,184-73.4% | $5,433-69.8% | $4,876-66.3% |
| Participant deferral / active EE | $5,451 | $5,629-3.2% | $4,939+10.4% | $5,439+0.2% |
| Admin fee / account holder | $3,767 | $16,852-77.6% | $13,880-72.9% | $10,885-65.4% |