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 | $114,032 | $111,724+2.1% | $93,606+21.8% | $145,922-21.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.43% | 202.98%-197.6pp | 133.20%-127.8pp | 561.29%-555.9pp |
| Employer contribution / active EE | $3,262 | $3,090+5.6% | $2,420+34.8% | $4,660-30.0% |
| Participant deferral / active EE | $5,098 | $4,912+3.8% | $4,411+15.6% | $6,688-23.8% |
| Admin fee / account holder | $73,240 | $10,250+614.6% | $8,285+784.0% | $13,397+446.7% |