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 | $91,723 | $74,888+22.5% | $71,209+28.8% | $142,382-35.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.62% | 345.14%-333.5pp | 282.51%-270.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $6,074 | $2,854+112.8% | $2,721+123.2% | $4,299+41.3% |
| Participant deferral / active EE | $6,405 | $4,454+43.8% | $4,175+53.4% | $6,507-1.6% |
| Admin fee / account holder | $22,096 | $5,568+296.8% | $5,349+313.1% | $12,624+75.0% |