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 | $58,131 | $74,888-22.4% | $71,209-18.4% | $142,382-59.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.03% | 345.14%-333.1pp | 282.51%-270.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,936 | $2,854-32.2% | $2,721-28.9% | $4,299-55.0% |
| Participant deferral / active EE | $7,292 | $4,454+63.7% | $4,175+74.6% | $6,507+12.1% |
| Admin fee / account holder | $16,953 | $5,568+204.4% | $5,349+216.9% | $12,624+34.3% |