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 | $154,035 | $171,865-10.4% | $149,718+2.9% | $147,584+4.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.33% | 2113.22%-2108.9pp | 1501.63%-1497.3pp | 578.55%-574.2pp |
| Employer contribution / active EE | $3,794 | $6,275-39.5% | $5,445-30.3% | $4,876-22.2% |
| Participant deferral / active EE | $7,615 | $7,271+4.7% | $6,569+15.9% | $5,439+40.0% |
| Admin fee / account holder | $195,099 | $13,799+1313.8% | $11,283+1629.2% | $10,885+1692.3% |