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 | $121,245 | $74,888+61.9% | $71,209+70.3% | $142,382-14.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 12.17% | 345.14%-333.0pp | 282.51%-270.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,446 | $2,854-49.3% | $2,721-46.9% | $4,299-66.4% |
| Participant deferral / active EE | $1,846 | $4,454-58.6% | $4,175-55.8% | $6,507-71.6% |
| Admin fee / account holder | $1,000 | $5,568-82.0% | $5,349-81.3% | $12,624-92.1% |