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 | $83,902 | $74,888+12.0% | $71,209+17.8% | $142,382-41.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.04% | 345.14%-332.1pp | 282.51%-269.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,289 | $2,854-19.8% | $2,721-15.9% | $4,299-46.8% |
| Participant deferral / active EE | $4,319 | $4,454-3.0% | $4,175+3.4% | $6,507-33.6% |
| Admin fee / account holder | $71,875 | $5,568+1190.8% | $5,349+1243.8% | $12,624+469.4% |