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 | $176,845 | $81,208+117.8% | $98,907+78.8% | $79,858+121.4% |
| Participation rate | 92.3% | 72.5%+19.8pp | 76.0%+16.3pp | 69.6%+22.7pp |
| Annual return | 4.06% | 60.99%-56.9pp | 196.43%-192.4pp | 31.71%-27.6pp |
| Employer contribution / active EE | $5,913 | $1,960+201.7% | $2,689+119.9% | $2,471+139.3% |
| Participant deferral / active EE | $6,299 | $3,265+92.9% | $4,244+48.4% | $3,740+68.4% |
| Admin fee / account holder | $4,467 | $6,013-25.7% | $6,642-32.7% | $5,306-15.8% |