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 | $118,722 | $74,888+58.5% | $71,209+66.7% | $142,382-16.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.36% | 345.14%-332.8pp | 282.51%-270.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $4,480 | $2,854+56.9% | $2,721+64.6% | $4,299+4.2% |
| Participant deferral / active EE | $4,832 | $4,454+8.5% | $4,175+15.7% | $6,507-25.7% |
| Admin fee / account holder | $13,341 | $5,568+139.6% | $5,349+149.4% | $12,624+5.7% |