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 | $127,206 | $109,327+16.4% | $89,391+42.3% | $158,922-20.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 4.45% | 345.68%-341.2pp | 245.62%-241.2pp | 302.83%-298.4pp |
| Employer contribution / active EE | $4,023 | $3,170+26.9% | $2,586+55.6% | $4,761-15.5% |
| Participant deferral / active EE | $4,580 | $4,598-0.4% | $3,890+17.7% | $5,982-23.4% |
| Admin fee / account holder | $13,673 | $6,153+122.2% | $4,881+180.1% | $11,246+21.6% |