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 | $154,987 | $74,888+107.0% | $71,209+117.7% | $142,382+8.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.73% | 345.14%-335.4pp | 282.51%-272.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $3,514 | $2,854+23.1% | $2,721+29.1% | $4,299-18.3% |
| Participant deferral / active EE | $14,637 | $4,454+228.6% | $4,175+250.6% | $6,507+124.9% |
| Admin fee / account holder | $2,069 | $5,568-62.8% | $5,349-61.3% | $12,624-83.6% |