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 | $108,053 | $74,888+44.3% | $71,209+51.7% | $142,382-24.1% |
| Participation rate | 76.5% | 76.2%+0.2pp | 73.8%+2.7pp | 80.1%-3.6pp |
| Annual return | 11.57% | 345.14%-333.6pp | 282.51%-270.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $5,811 | $2,854+103.6% | $2,721+113.6% | $4,299+35.2% |
| Participant deferral / active EE | $0 | $4,454-100.0% | $4,175-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,816 | $5,568-49.4% | $5,349-47.3% | $12,624-77.7% |