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 | $127,284 | $102,604+24.1% | $86,188+47.7% | $139,434-8.7% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 4.25% | 1922.51%-1918.3pp | 1168.45%-1164.2pp | 372.94%-368.7pp |
| Employer contribution / active EE | $3,423 | $3,032+12.9% | $2,380+43.8% | $4,751-27.9% |
| Participant deferral / active EE | $4,193 | $4,676-10.3% | $3,985+5.2% | $6,710-37.5% |
| Admin fee / account holder | $667 | $8,657-92.3% | $6,852-90.3% | $11,403-94.1% |