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 | $137,287 | $105,181+30.5% | $159,436-13.9% | $85,850+59.9% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.8%+10.7pp | 69.3%+24.2pp |
| Annual return | 12.50% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $5,181 | $3,318+56.1% | $4,829+7.3% | $2,565+102.0% |
| Participant deferral / active EE | $3,253 | $5,945-45.3% | $7,352-55.7% | $3,952-17.7% |
| Admin fee / account holder | $4,727 | $6,933-31.8% | $10,799-56.2% | $6,260-24.5% |