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 | $131,563 | $105,181+25.1% | $159,436-17.5% | $85,850+53.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.20% | 45.07%-34.9pp | 263.57%-253.4pp | 318.53%-308.3pp |
| Employer contribution / active EE | $2,278 | $3,318-31.3% | $4,829-52.8% | $2,565-11.2% |
| Participant deferral / active EE | $7,862 | $5,945+32.3% | $7,352+6.9% | $3,952+99.0% |
| Admin fee / account holder | $22,030 | $6,933+217.7% | $10,799+104.0% | $6,260+251.9% |