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 | $112,125 | $74,888+49.7% | $71,209+57.5% | $142,382-21.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.47% | 345.14%-334.7pp | 282.51%-272.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $5,772 | $2,854+102.2% | $2,721+112.1% | $4,299+34.3% |
| Participant deferral / active EE | $7,624 | $4,454+71.2% | $4,175+82.6% | $6,507+17.2% |
| Admin fee / account holder | $53,240 | $5,568+856.1% | $5,349+895.4% | $12,624+321.7% |