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 | $73,078 | $105,181-30.5% | $159,436-54.2% | $85,850-14.9% |
| Participation rate | 75.4% | 75.8%-0.3pp | 82.8%-7.4pp | 69.3%+6.1pp |
| Annual return | 10.65% | 45.07%-34.4pp | 263.57%-252.9pp | 318.53%-307.9pp |
| Employer contribution / active EE | $5,109 | $3,318+54.0% | $4,829+5.8% | $2,565+99.2% |
| Participant deferral / active EE | $11,056 | $5,945+86.0% | $7,352+50.4% | $3,952+179.8% |
| Admin fee / account holder | $3,043 | $6,933-56.1% | $10,799-71.8% | $6,260-51.4% |