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 | $92,505 | $74,888+23.5% | $71,209+29.9% | $142,382-35.0% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.1%+13.6pp |
| Annual return | 10.61% | 345.14%-334.5pp | 282.51%-271.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $3,362 | $2,854+17.8% | $2,721+23.6% | $4,299-21.8% |
| Participant deferral / active EE | $10,125 | $4,454+127.3% | $4,175+142.5% | $6,507+55.6% |
| Admin fee / account holder | $24,754 | $5,568+344.5% | $5,349+362.8% | $12,624+96.1% |