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 | $164,155 | $70,756+132.0% | $65,493+150.6% | $142,382+15.3% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 9.91% | 1754.89%-1745.0pp | 982.45%-972.5pp | 217.08%-207.2pp |
| Employer contribution / active EE | $3,591 | $2,881+24.7% | $2,574+39.5% | $4,299-16.5% |
| Participant deferral / active EE | $7,264 | $4,637+56.6% | $3,961+83.4% | $6,507+11.6% |
| Admin fee / account holder | $20,908 | $6,559+218.8% | $5,028+315.8% | $12,624+65.6% |