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 8-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 | $143,539 | $83,902+71.1% | $167,512-14.3% | $84,808+69.3% |
| Participation rate | 82.8% | 66.5%+16.3pp | 77.1%+5.7pp | 68.3%+14.5pp |
| Annual return | 12.98% | 91.55%-78.6pp | 1615.79%-1602.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,520 | $2,264-32.9% | $3,882-60.8% | $2,631-42.2% |
| Participant deferral / active EE | $10,304 | $4,442+131.9% | $6,405+60.9% | $4,212+144.7% |
| Admin fee / account holder | $16,444 | $7,915+107.8% | $9,769+68.3% | $7,344+123.9% |