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 | $153,150 | $53,516+186.2% | $126,539+21.0% | $84,808+80.6% |
| Participation rate | 91.7% | 58.2%+33.4pp | 69.8%+21.8pp | 68.3%+23.4pp |
| Annual return | 9.90% | 58.34%-48.4pp | 425.95%-416.0pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,130 | $1,535-26.4% | $3,674-69.2% | $2,631-57.1% |
| Participant deferral / active EE | $4,655 | $2,671+74.3% | $4,083+14.0% | $4,212+10.5% |
| Admin fee / account holder | $58,404 | $4,497+1198.9% | $6,065+863.0% | $7,344+695.3% |