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 8-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 | $125,229 | $111,724+12.1% | $93,606+33.8% | $145,922-14.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.72% | 202.98%-198.3pp | 133.20%-128.5pp | 561.29%-556.6pp |
| Employer contribution / active EE | $627 | $3,090-79.7% | $2,420-74.1% | $4,660-86.6% |
| Participant deferral / active EE | $7,670 | $4,912+56.2% | $4,411+73.9% | $6,688+14.7% |
| Admin fee / account holder | $1,392 | $10,250-86.4% | $8,285-83.2% | $13,397-89.6% |