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 | $144,883 | $105,181+37.7% | $159,436-9.1% | $85,850+68.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.79% | 45.07%-33.3pp | 263.57%-251.8pp | 318.53%-306.7pp |
| Employer contribution / active EE | $6,322 | $3,318+90.5% | $4,829+30.9% | $2,565+146.5% |
| Participant deferral / active EE | $7,330 | $5,945+23.3% | $7,352-0.3% | $3,952+85.5% |
| Admin fee / account holder | $3,060 | $6,933-55.9% | $10,799-71.7% | $6,260-51.1% |