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 5-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 | $157,359 | $74,888+110.1% | $71,209+121.0% | $142,382+10.5% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 12.12% | 345.14%-333.0pp | 282.51%-270.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,919 | $2,854+2.3% | $2,721+7.3% | $4,299-32.1% |
| Participant deferral / active EE | $8,405 | $4,454+88.7% | $4,175+101.3% | $6,507+29.2% |
| Admin fee / account holder | $57,133 | $5,568+926.0% | $5,349+968.2% | $12,624+352.6% |