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 | $157,707 | $88,751+77.7% | $81,812+92.8% | $145,922+8.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 4.05% | 1025.40%-1021.3pp | 773.79%-769.7pp | 561.29%-557.2pp |
| Employer contribution / active EE | $3,443 | $3,083+11.7% | $2,912+18.2% | $4,660-26.1% |
| Participant deferral / active EE | $6,250 | $4,643+34.6% | $4,319+44.7% | $6,688-6.5% |
| Admin fee / account holder | $5,997 | $8,415-28.7% | $7,386-18.8% | $13,397-55.2% |