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 | $104,258 | $100,041+4.2% | $149,718-30.4% | $70,131+48.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.28% | 27.43%-16.1pp | 1501.63%-1490.3pp | 73.14%-61.9pp |
| Employer contribution / active EE | $3,947 | $3,662+7.8% | $5,445-27.5% | $2,342+68.5% |
| Participant deferral / active EE | $6,613 | $4,983+32.7% | $6,569+0.7% | $3,332+98.5% |
| Admin fee / account holder | $37,157 | $8,286+348.4% | $11,283+229.3% | $4,645+699.9% |