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 7-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 | $129,424 | $74,888+72.8% | $71,209+81.8% | $142,382-9.1% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.1%+14.3pp |
| Annual return | 13.02% | 345.14%-332.1pp | 282.51%-269.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,623 | $2,854-8.1% | $2,721-3.6% | $4,299-39.0% |
| Participant deferral / active EE | $11,276 | $4,454+153.1% | $4,175+170.1% | $6,507+73.3% |
| Admin fee / account holder | $16,982 | $5,568+205.0% | $5,349+217.5% | $12,624+34.5% |