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 | $111,823 | $74,888+49.3% | $71,209+57.0% | $142,382-21.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 11.45% | 345.14%-333.7pp | 282.51%-271.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $6,011 | $2,854+110.6% | $2,721+120.9% | $4,299+39.8% |
| Participant deferral / active EE | $11,321 | $4,454+154.2% | $4,175+171.2% | $6,507+74.0% |
| Admin fee / account holder | $7,320 | $5,568+31.5% | $5,349+36.9% | $12,624-42.0% |