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 9-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 | $123,663 | $74,888+65.1% | $71,209+73.7% | $142,382-13.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.97% | 345.14%-337.2pp | 282.51%-274.5pp | 217.08%-209.1pp |
| Employer contribution / active EE | $5,913 | $2,854+107.1% | $2,721+117.3% | $4,299+37.5% |
| Participant deferral / active EE | $23,702 | $4,454+432.1% | $4,175+467.7% | $6,507+264.2% |
| Admin fee / account holder | $114,403 | $5,568+1954.5% | $5,349+2038.9% | $12,624+806.3% |