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 | $138,666 | $109,817+26.3% | $98,442+40.9% | $167,490-17.2% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 4.81% | 1956.69%-1951.9pp | 1492.73%-1487.9pp | 478.56%-473.8pp |
| Employer contribution / active EE | $4,916 | $3,224+52.5% | $2,960+66.1% | $4,837+1.6% |
| Participant deferral / active EE | $4,491 | $4,673-3.9% | $4,276+5.0% | $6,341-29.2% |
| Admin fee / account holder | $2,105 | $6,753-68.8% | $5,949-64.6% | $12,309-82.9% |