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 | $143,343 | $49,173+191.5% | $121,098+18.4% | $75,163+90.7% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 9.92% | 55.99%-46.1pp | 985.75%-975.8pp | 160.62%-150.7pp |
| Employer contribution / active EE | $547 | $1,546-64.6% | $4,164-86.9% | $2,670-79.5% |
| Participant deferral / active EE | $5,739 | $2,628+118.4% | $4,080+40.7% | $4,125+39.1% |
| Admin fee / account holder | $4,456 | $3,942+13.1% | $5,644-21.0% | $5,651-21.1% |