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 | $66,926 | $198,466-66.3% | $170,442-60.7% | $147,584-54.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.61% | 257.29%-250.7pp | 205.93%-199.3pp | 578.55%-571.9pp |
| Employer contribution / active EE | $2,353 | $6,184-61.9% | $5,433-56.7% | $4,876-51.7% |
| Participant deferral / active EE | $8,963 | $5,629+59.2% | $4,939+81.5% | $5,439+64.8% |
| Admin fee / account holder | $23,324 | $16,852+38.4% | $13,880+68.0% | $10,885+114.3% |