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 3-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 | $192,174 | $74,888+156.6% | $71,209+169.9% | $142,382+35.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.98% | 345.14%-333.2pp | 282.51%-270.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,713 | $2,854-40.0% | $2,721-37.0% | $4,299-60.2% |
| Participant deferral / active EE | $804 | $4,454-81.9% | $4,175-80.7% | $6,507-87.6% |
| Admin fee / account holder | $20,665 | $5,568+271.1% | $5,349+286.4% | $12,624+63.7% |