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 | $130,107 | $102,317+27.2% | $146,958-11.5% | $80,856+60.9% |
| Participation rate | 76.5% | 75.8%+0.6pp | 82.2%-5.7pp | 67.6%+8.8pp |
| Annual return | 8.46% | 134.76%-126.3pp | 418.34%-409.9pp | 35.59%-27.1pp |
| Employer contribution / active EE | $887 | $3,713-76.1% | $4,933-82.0% | $2,755-67.8% |
| Participant deferral / active EE | $6,216 | $6,644-6.4% | $8,070-23.0% | $4,296+44.7% |
| Admin fee / account holder | $50,196 | $7,941+532.1% | $12,998+286.2% | $6,918+625.6% |