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 | $76,501 | $107,934-29.1% | $91,989-16.8% | $152,861-50.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 10.88% | 89.24%-78.4pp | 69.02%-58.1pp | 345.32%-334.4pp |
| Employer contribution / active EE | $10,652 | $4,210+153.0% | $3,452+208.6% | $4,762+123.7% |
| Participant deferral / active EE | $5,521 | $6,364-13.3% | $5,923-6.8% | $5,850-5.6% |
| Admin fee / account holder | $720 | $10,520-93.2% | $7,743-90.7% | $11,596-93.8% |