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 | $143,583 | $83,902+71.1% | $167,512-14.3% | $84,808+69.3% |
| Participation rate | 97.0% | 66.5%+30.5pp | 77.1%+19.9pp | 68.3%+28.7pp |
| Annual return | 9.56% | 91.55%-82.0pp | 1615.79%-1606.2pp | 40.90%-31.3pp |
| Employer contribution / active EE | $2,454 | $2,264+8.4% | $3,882-36.8% | $2,631-6.7% |
| Participant deferral / active EE | $5,108 | $4,442+15.0% | $6,405-20.2% | $4,212+21.3% |
| Admin fee / account holder | $3,450 | $7,915-56.4% | $9,769-64.7% | $7,344-53.0% |