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 | $79,083 | $88,751-10.9% | $81,812-3.3% | $145,922-45.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 9.03% | 1025.40%-1016.4pp | 773.79%-764.8pp | 561.29%-552.3pp |
| Employer contribution / active EE | $3,111 | $3,083+0.9% | $2,912+6.8% | $4,660-33.2% |
| Participant deferral / active EE | $3,870 | $4,643-16.7% | $4,319-10.4% | $6,688-42.1% |
| Admin fee / account holder | $763 | $8,415-90.9% | $7,386-89.7% | $13,397-94.3% |