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 | $144,756 | $109,817+31.8% | $98,442+47.0% | $167,490-13.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.98% | 1956.69%-1948.7pp | 1492.73%-1484.7pp | 478.56%-470.6pp |
| Employer contribution / active EE | $1,980 | $3,224-38.6% | $2,960-33.1% | $4,837-59.1% |
| Participant deferral / active EE | $13,800 | $4,673+195.3% | $4,276+222.7% | $6,341+117.6% |
| Admin fee / account holder | $336 | $6,753-95.0% | $5,949-94.4% | $12,309-97.3% |