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 | $198,981 | $74,888+165.7% | $71,209+179.4% | $142,382+39.8% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 10.75% | 345.14%-334.4pp | 282.51%-271.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $4,884 | $2,854+71.1% | $2,721+79.5% | $4,299+13.6% |
| Participant deferral / active EE | $2,584 | $4,454-42.0% | $4,175-38.1% | $6,507-60.3% |
| Admin fee / account holder | $56,087 | $5,568+907.3% | $5,349+948.6% | $12,624+344.3% |