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 | $106,973 | $74,888+42.8% | $71,209+50.2% | $142,382-24.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 11.97% | 345.14%-333.2pp | 282.51%-270.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,753 | $2,854+31.5% | $2,721+37.9% | $4,299-12.7% |
| Participant deferral / active EE | $7,181 | $4,454+61.2% | $4,175+72.0% | $6,507+10.3% |
| Admin fee / account holder | $25,024 | $5,568+349.4% | $5,349+367.8% | $12,624+98.2% |