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 | $156,796 | $74,888+109.4% | $71,209+120.2% | $142,382+10.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 3.98% | 345.14%-341.2pp | 282.51%-278.5pp | 217.08%-213.1pp |
| Employer contribution / active EE | $5,610 | $2,854+96.5% | $2,721+106.2% | $4,299+30.5% |
| Participant deferral / active EE | $7,667 | $4,454+72.1% | $4,175+83.6% | $6,507+17.8% |
| Admin fee / account holder | $38,197 | $5,568+586.0% | $5,349+614.1% | $12,624+202.6% |