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 | $121,946 | $74,888+62.8% | $71,209+71.3% | $142,382-14.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.41% | 345.14%-334.7pp | 282.51%-272.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,932 | $2,854-32.3% | $2,721-29.0% | $4,299-55.1% |
| Participant deferral / active EE | $4,473 | $4,454+0.4% | $4,175+7.1% | $6,507-31.3% |
| Admin fee / account holder | $3,749 | $5,568-32.7% | $5,349-29.9% | $12,624-70.3% |