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 | $152,030 | $102,317+48.6% | $146,958+3.5% | $80,856+88.0% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 11.22% | 134.76%-123.5pp | 418.34%-407.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,973 | $3,713-19.9% | $4,933-39.7% | $2,755+7.9% |
| Participant deferral / active EE | $10,665 | $6,644+60.5% | $8,070+32.2% | $4,296+148.3% |
| Admin fee / account holder | $18,985 | $7,941+139.1% | $12,998+46.1% | $6,918+174.4% |