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 | $132,595 | $76,000+74.5% | $154,107-14.0% | $64,186+106.6% |
| Participation rate | 95.0% | 70.4%+24.6pp | 83.0%+12.0pp | 69.6%+25.4pp |
| Annual return | -8.50% | 30.32%-38.8pp | 735.12%-743.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $8,333 | $3,351+148.7% | $5,298+57.3% | $2,381+250.0% |
| Participant deferral / active EE | $4,755 | $3,175+49.8% | $5,081-6.4% | $3,470+37.1% |
| Admin fee / account holder | $6,997 | $5,596+25.0% | $13,411-47.8% | $4,888+43.1% |