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 | $102,402 | $88,751+15.4% | $81,812+25.2% | $145,922-29.8% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 8.71% | 1025.40%-1016.7pp | 773.79%-765.1pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,064 | $3,083-33.1% | $2,912-29.1% | $4,660-55.7% |
| Participant deferral / active EE | $10,762 | $4,643+131.8% | $4,319+149.2% | $6,688+60.9% |
| Admin fee / account holder | $5,082 | $8,415-39.6% | $7,386-31.2% | $13,397-62.1% |