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 | $176,021 | $88,751+98.3% | $81,812+115.2% | $145,922+20.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.66% | 1025.40%-1019.7pp | 773.79%-768.1pp | 561.29%-555.6pp |
| Employer contribution / active EE | $2,829 | $3,083-8.3% | $2,912-2.9% | $4,660-39.3% |
| Participant deferral / active EE | $4,985 | $4,643+7.4% | $4,319+15.4% | $6,688-25.5% |
| Admin fee / account holder | $13,955 | $8,415+65.8% | $7,386+88.9% | $13,397+4.2% |