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 | $131,518 | $150,440-12.6% | $136,294-3.5% | $147,584-10.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.59% | 1049.08%-1041.5pp | 5155.94%-5148.3pp | 578.55%-571.0pp |
| Employer contribution / active EE | $7,836 | $5,256+49.1% | $4,695+66.9% | $4,876+60.7% |
| Participant deferral / active EE | $8,339 | $6,630+25.8% | $6,247+33.5% | $5,439+53.3% |
| Admin fee / account holder | $751 | $10,905-93.1% | $9,243-91.9% | $10,885-93.1% |