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 | $98,869 | $88,751+11.4% | $81,812+20.8% | $145,922-32.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 8.63% | 1025.40%-1016.8pp | 773.79%-765.2pp | 561.29%-552.7pp |
| Employer contribution / active EE | $3,690 | $3,083+19.7% | $2,912+26.7% | $4,660-20.8% |
| Participant deferral / active EE | $9,915 | $4,643+113.5% | $4,319+129.6% | $6,688+48.3% |
| Admin fee / account holder | $11,063 | $8,415+31.5% | $7,386+49.8% | $13,397-17.4% |