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 5-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 | $95,540 | $74,888+27.6% | $71,209+34.2% | $142,382-32.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.32% | 345.14%-332.8pp | 282.51%-270.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,500 | $2,854-12.4% | $2,721-8.1% | $4,299-41.8% |
| Participant deferral / active EE | $9,896 | $4,454+122.2% | $4,175+137.0% | $6,507+52.1% |
| Admin fee / account holder | $11,865 | $5,568+113.1% | $5,349+121.8% | $12,624-6.0% |