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 | $86,281 | $88,751-2.8% | $81,812+5.5% | $145,922-40.9% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.3%+1.0pp | 80.3%-6.9pp |
| Annual return | 8.52% | 1025.40%-1016.9pp | 773.79%-765.3pp | 561.29%-552.8pp |
| Employer contribution / active EE | $4,204 | $3,083+36.3% | $2,912+44.4% | $4,660-9.8% |
| Participant deferral / active EE | $2,563 | $4,643-44.8% | $4,319-40.6% | $6,688-61.7% |
| Admin fee / account holder | $1,588 | $8,415-81.1% | $7,386-78.5% | $13,397-88.1% |