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 | $120,192 | $209,832-42.7% | $189,513-36.6% | $167,490-28.2% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 8.48% | 748.27%-739.8pp | 555.15%-546.7pp | 478.56%-470.1pp |
| Employer contribution / active EE | $2,442 | $6,914-64.7% | $6,162-60.4% | $4,837-49.5% |
| Participant deferral / active EE | $12,641 | $8,935+41.5% | $8,221+53.8% | $6,341+99.3% |
| Admin fee / account holder | $83,036 | $14,293+480.9% | $12,045+589.4% | $12,309+574.6% |