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 | $95,755 | $74,888+27.9% | $71,209+34.5% | $142,382-32.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.14% | 345.14%-335.0pp | 282.51%-272.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $6,401 | $2,854+124.2% | $2,721+135.2% | $4,299+48.9% |
| Participant deferral / active EE | $2,789 | $4,454-37.4% | $4,175-33.2% | $6,507-57.1% |
| Admin fee / account holder | $915 | $5,568-83.6% | $5,349-82.9% | $12,624-92.7% |