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 | $145,863 | $74,888+94.8% | $71,209+104.8% | $142,382+2.4% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 7.11% | 345.14%-338.0pp | 282.51%-275.4pp | 217.08%-210.0pp |
| Employer contribution / active EE | $5,033 | $2,854+76.3% | $2,721+85.0% | $4,299+17.1% |
| Participant deferral / active EE | $4,910 | $4,454+10.2% | $4,175+17.6% | $6,507-24.6% |
| Admin fee / account holder | $44,257 | $5,568+694.8% | $5,349+727.4% | $12,624+250.6% |