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 | $78,181 | $30,400+157.2% | $53,898+45.1% | $84,808-7.8% |
| Participation rate | 85.7% | 46.4%+39.3pp | 55.0%+30.8pp | 68.3%+17.4pp |
| Annual return | 11.43% | 500.19%-488.8pp | 528.60%-517.2pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,224 | $603+103.2% | $932+31.4% | $2,631-53.5% |
| Participant deferral / active EE | $1,346 | $1,199+12.3% | $1,826-26.3% | $4,212-68.0% |
| Admin fee / account holder | $12,102 | $1,993+507.1% | $2,491+385.9% | $7,344+64.8% |