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 | $79,446 | $74,888+6.1% | $71,209+11.6% | $142,382-44.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.52% | 345.14%-337.6pp | 282.51%-275.0pp | 217.08%-209.6pp |
| Employer contribution / active EE | $14,281 | $2,854+400.3% | $2,721+424.9% | $4,299+232.2% |
| Participant deferral / active EE | $12,486 | $4,454+180.3% | $4,175+199.1% | $6,507+91.9% |
| Admin fee / account holder | $1,181 | $5,568-78.8% | $5,349-77.9% | $12,624-90.6% |