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 | $150,922 | $63,346+138.3% | $92,233+63.6% | $70,131+115.2% |
| Participation rate | 93.6% | 68.7%+24.9pp | 76.5%+17.1pp | 69.5%+24.1pp |
| Annual return | 11.46% | 530.12%-518.7pp | 176.28%-164.8pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,601 | $2,471-35.2% | $3,679-56.5% | $2,342-31.6% |
| Participant deferral / active EE | $7,250 | $2,854+154.0% | $3,897+86.0% | $3,332+117.6% |
| Admin fee / account holder | $497 | $3,840-87.0% | $5,194-90.4% | $4,645-89.3% |