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 | $134,763 | $150,440-10.4% | $136,294-1.1% | $147,584-8.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.61% | 1049.08%-1042.5pp | 5155.94%-5149.3pp | 578.55%-571.9pp |
| Employer contribution / active EE | $4,541 | $5,256-13.6% | $4,695-3.3% | $4,876-6.9% |
| Participant deferral / active EE | $4,845 | $6,630-26.9% | $6,247-22.4% | $5,439-10.9% |
| Admin fee / account holder | $2,737 | $10,905-74.9% | $9,243-70.4% | $10,885-74.9% |