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 | $165,280 | $53,516+208.8% | $126,539+30.6% | $84,808+94.9% |
| Participation rate | 91.8% | 58.2%+33.6pp | 69.8%+22.0pp | 68.3%+23.5pp |
| Annual return | 11.52% | 58.34%-46.8pp | 425.95%-414.4pp | 40.90%-29.4pp |
| Employer contribution / active EE | $694 | $1,535-54.8% | $3,674-81.1% | $2,631-73.6% |
| Participant deferral / active EE | $5,754 | $2,671+115.4% | $4,083+40.9% | $4,212+36.6% |
| Admin fee / account holder | $11,675 | $4,497+159.6% | $6,065+92.5% | $7,344+59.0% |