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 | $177,432 | $108,919+62.9% | $100,391+76.7% | $145,922+21.6% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 9.26% | 57.88%-48.6pp | 49.20%-39.9pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,384 | $4,419-46.1% | $3,942-39.5% | $4,660-48.8% |
| Participant deferral / active EE | $7,561 | $8,445-10.5% | $8,082-6.4% | $6,688+13.1% |
| Admin fee / account holder | $68,088 | $9,689+602.8% | $7,899+762.0% | $13,397+408.2% |