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 | $208,151 | $74,888+177.9% | $71,209+192.3% | $142,382+46.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.69% | 345.14%-333.4pp | 282.51%-270.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,613 | $2,854-8.5% | $2,721-4.0% | $4,299-39.2% |
| Participant deferral / active EE | $9,019 | $4,454+102.5% | $4,175+116.0% | $6,507+38.6% |
| Admin fee / account holder | $37,704 | $5,568+577.1% | $5,349+604.9% | $12,624+198.7% |