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 | $131,690 | $70,756+86.1% | $65,493+101.1% | $142,382-7.5% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.1%+9.9pp |
| Annual return | 9.51% | 1754.89%-1745.4pp | 982.45%-972.9pp | 217.08%-207.6pp |
| Employer contribution / active EE | $4,724 | $2,881+64.0% | $2,574+83.5% | $4,299+9.9% |
| Participant deferral / active EE | $6,056 | $4,637+30.6% | $3,961+52.9% | $6,507-6.9% |
| Admin fee / account holder | $1,012 | $6,559-84.6% | $5,028-79.9% | $12,624-92.0% |