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 | $96,793 | $53,516+80.9% | $126,539-23.5% | $84,808+14.1% |
| Participation rate | 78.2% | 58.2%+19.9pp | 69.8%+8.4pp | 68.3%+9.9pp |
| Annual return | 12.47% | 58.34%-45.9pp | 425.95%-413.5pp | 40.90%-28.4pp |
| Employer contribution / active EE | $944 | $1,535-38.5% | $3,674-74.3% | $2,631-64.1% |
| Participant deferral / active EE | $4,530 | $2,671+69.6% | $4,083+10.9% | $4,212+7.5% |
| Admin fee / account holder | $33,289 | $4,497+640.3% | $6,065+448.9% | $7,344+353.3% |