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 | $123,558 | $105,998+16.6% | $92,233+34.0% | $147,584-16.3% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 8.08% | 50.05%-42.0pp | 176.28%-168.2pp | 578.55%-570.5pp |
| Employer contribution / active EE | $3,599 | $4,333-16.9% | $3,679-2.2% | $4,876-26.2% |
| Participant deferral / active EE | $3,892 | $4,478-13.1% | $3,897-0.1% | $5,439-28.4% |
| Admin fee / account holder | $17,599 | $6,332+177.9% | $5,194+238.9% | $10,885+61.7% |