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 | $82,658 | $156,846-47.3% | $121,098-31.7% | $139,434-40.7% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 6.49% | 1474.56%-1468.1pp | 985.75%-979.3pp | 372.94%-366.4pp |
| Employer contribution / active EE | $4,591 | $5,536-17.1% | $4,164+10.3% | $4,751-3.4% |
| Participant deferral / active EE | $12,403 | $4,844+156.0% | $4,080+204.0% | $6,710+84.8% |
| Admin fee / account holder | $366 | $6,946-94.7% | $5,644-93.5% | $11,403-96.8% |