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 | $91,166 | $30,400+199.9% | $53,898+69.1% | $84,808+7.5% |
| Participation rate | 97.0% | 46.4%+50.6pp | 55.0%+42.1pp | 68.3%+28.7pp |
| Annual return | 13.43% | 500.19%-486.8pp | 528.60%-515.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,975 | $603+393.6% | $932+219.2% | $2,631+13.1% |
| Participant deferral / active EE | $7,791 | $1,199+550.0% | $1,826+326.6% | $4,212+85.0% |
| Admin fee / account holder | $13,602 | $1,993+582.4% | $2,491+446.1% | $7,344+85.2% |