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 | $152,171 | $102,966+47.8% | $90,281+68.6% | $152,861-0.5% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 8.38% | 95.16%-86.8pp | 78.10%-69.7pp | 345.32%-336.9pp |
| Employer contribution / active EE | $1,976 | $3,139-37.0% | $2,854-30.8% | $4,762-58.5% |
| Participant deferral / active EE | $1,343 | $4,281-68.6% | $3,885-65.4% | $5,850-77.0% |
| Admin fee / account holder | $4,864 | $6,171-21.2% | $5,351-9.1% | $11,596-58.1% |