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 | $77,457 | $74,888+3.4% | $71,209+8.8% | $142,382-45.6% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 6.26% | 345.14%-338.9pp | 282.51%-276.3pp | 217.08%-210.8pp |
| Employer contribution / active EE | $4,338 | $2,854+52.0% | $2,721+59.4% | $4,299+0.9% |
| Participant deferral / active EE | $5,946 | $4,454+33.5% | $4,175+42.4% | $6,507-8.6% |
| Admin fee / account holder | $41,687 | $5,568+648.6% | $5,349+679.4% | $12,624+230.2% |