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 6-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 | $82,781 | $74,888+10.5% | $71,209+16.3% | $142,382-41.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.59% | 345.14%-334.5pp | 282.51%-271.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $5,847 | $2,854+104.8% | $2,721+114.9% | $4,299+36.0% |
| Participant deferral / active EE | $1,728 | $4,454-61.2% | $4,175-58.6% | $6,507-73.4% |
| Admin fee / account holder | $40,384 | $5,568+625.2% | $5,349+655.0% | $12,624+219.9% |