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 | $175,278 | $104,486+67.8% | $76,817+128.2% | $152,861+14.7% |
| Participation rate | 77.8% | 76.6%+1.2pp | 72.1%+5.7pp | 82.4%-4.7pp |
| Annual return | 7.37% | 1013.37%-1006.0pp | 1166.11%-1158.7pp | 345.32%-337.9pp |
| Employer contribution / active EE | $1,440 | $3,116-53.8% | $2,302-37.5% | $4,762-69.8% |
| Participant deferral / active EE | $4,123 | $4,236-2.7% | $3,336+23.6% | $5,850-29.5% |
| Admin fee / account holder | $779 | $12,275-93.7% | $6,420-87.9% | $11,596-93.3% |