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 | $124,575 | $65,561+90.0% | $86,188+44.5% | $75,163+65.7% |
| Participation rate | 88.0% | 60.5%+27.5pp | 69.0%+19.0pp | 67.2%+20.8pp |
| Annual return | 3.40% | 46.05%-42.7pp | 1168.45%-1165.0pp | 160.62%-157.2pp |
| Employer contribution / active EE | $9,184 | $1,553+491.5% | $2,380+285.9% | $2,670+244.0% |
| Participant deferral / active EE | $3,991 | $3,024+32.0% | $3,985+0.1% | $4,125-3.2% |
| Admin fee / account holder | $3,438 | $5,474-37.2% | $6,852-49.8% | $5,651-39.2% |