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 | $128,151 | $74,888+71.1% | $71,209+80.0% | $142,382-10.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.68% | 345.14%-332.5pp | 282.51%-269.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $5,309 | $2,854+86.0% | $2,721+95.1% | $4,299+23.5% |
| Participant deferral / active EE | $13,199 | $4,454+196.3% | $4,175+216.1% | $6,507+102.8% |
| Admin fee / account holder | $10,282 | $5,568+84.6% | $5,349+92.2% | $12,624-18.6% |