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 | $93,438 | $60,124+55.4% | $90,404+3.4% | $79,858+17.0% |
| Participation rate | 75.0% | 65.0%+10.0pp | 72.7%+2.3pp | 69.6%+5.4pp |
| Annual return | 6.80% | 71.94%-65.1pp | 1293.02%-1286.2pp | 31.71%-24.9pp |
| Employer contribution / active EE | $1,380 | $2,068-33.3% | $3,262-57.7% | $2,471-44.2% |
| Participant deferral / active EE | $4,507 | $2,938+53.4% | $3,963+13.7% | $3,740+20.5% |
| Admin fee / account holder | $9,047 | $3,976+127.5% | $5,611+61.2% | $5,306+70.5% |