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 | $105,227 | $58,208+80.8% | $81,812+28.6% | $80,856+30.1% |
| Participation rate | 75.9% | 63.4%+12.4pp | 72.3%+3.5pp | 67.6%+8.2pp |
| Annual return | 9.74% | 41.66%-31.9pp | 773.79%-764.1pp | 35.59%-25.9pp |
| Employer contribution / active EE | $619 | $2,340-73.5% | $2,912-78.7% | $2,755-77.5% |
| Participant deferral / active EE | $3,459 | $3,281+5.4% | $4,319-19.9% | $4,296-19.5% |
| Admin fee / account holder | $1,423 | $4,981-71.4% | $7,386-80.7% | $6,918-79.4% |