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 | $169,832 | $74,888+126.8% | $71,209+138.5% | $142,382+19.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.68% | 345.14%-333.5pp | 282.51%-270.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,409 | $2,854+54.5% | $2,721+62.1% | $4,299+2.6% |
| Participant deferral / active EE | $14,291 | $4,454+220.8% | $4,175+242.3% | $6,507+119.6% |
| Admin fee / account holder | $32,735 | $5,568+487.9% | $5,349+512.0% | $12,624+159.3% |