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 | $124,740 | $74,888+66.6% | $71,209+75.2% | $142,382-12.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.88% | 345.14%-333.3pp | 282.51%-270.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $5,476 | $2,854+91.8% | $2,721+101.2% | $4,299+27.4% |
| Participant deferral / active EE | $1,825 | $4,454-59.0% | $4,175-56.3% | $6,507-71.9% |
| Admin fee / account holder | $2,691 | $5,568-51.7% | $5,349-49.7% | $12,624-78.7% |