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 | $151,548 | $74,888+102.4% | $71,209+112.8% | $142,382+6.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.86% | 345.14%-333.3pp | 282.51%-270.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,679 | $2,854+28.9% | $2,721+35.2% | $4,299-14.4% |
| Participant deferral / active EE | $5,962 | $4,454+33.8% | $4,175+42.8% | $6,507-8.4% |
| Admin fee / account holder | $1,735 | $5,568-68.8% | $5,349-67.6% | $12,624-86.3% |