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 | $211,103 | $109,817+92.2% | $98,442+114.4% | $167,490+26.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.95% | 1956.69%-1947.7pp | 1492.73%-1483.8pp | 478.56%-469.6pp |
| Employer contribution / active EE | $2,272 | $3,224-29.5% | $2,960-23.3% | $4,837-53.0% |
| Participant deferral / active EE | $4,760 | $4,673+1.9% | $4,276+11.3% | $6,341-24.9% |
| Admin fee / account holder | $1,506 | $6,753-77.7% | $5,949-74.7% | $12,309-87.8% |