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 | $65,716 | $74,888-12.2% | $71,209-7.7% | $142,382-53.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.11% | 345.14%-335.0pp | 282.51%-272.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $3,076 | $2,854+7.8% | $2,721+13.0% | $4,299-28.5% |
| Participant deferral / active EE | $3,215 | $4,454-27.8% | $4,175-23.0% | $6,507-50.6% |
| Admin fee / account holder | $58,137 | $5,568+944.1% | $5,349+986.9% | $12,624+360.5% |