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 | $97,816 | $88,751+10.2% | $81,812+19.6% | $145,922-33.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 4.85% | 1025.40%-1020.5pp | 773.79%-768.9pp | 561.29%-556.4pp |
| Employer contribution / active EE | $3,110 | $3,083+0.9% | $2,912+6.8% | $4,660-33.3% |
| Participant deferral / active EE | $3,246 | $4,643-30.1% | $4,319-24.8% | $6,688-51.5% |
| Admin fee / account holder | $8,380 | $8,415-0.4% | $7,386+13.5% | $13,397-37.4% |