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 | $78,087 | $88,751-12.0% | $81,812-4.6% | $145,922-46.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 7.02% | 1025.40%-1018.4pp | 773.79%-766.8pp | 561.29%-554.3pp |
| Employer contribution / active EE | $3,969 | $3,083+28.7% | $2,912+36.3% | $4,660-14.8% |
| Participant deferral / active EE | $3,298 | $4,643-29.0% | $4,319-23.6% | $6,688-50.7% |
| Admin fee / account holder | $3,565 | $8,415-57.6% | $7,386-51.7% | $13,397-73.4% |