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 | $102,118 | $63,346+61.2% | $92,233+10.7% | $70,131+45.6% |
| Participation rate | 88.5% | 68.7%+19.8pp | 76.5%+12.0pp | 69.5%+18.9pp |
| Annual return | 9.83% | 530.12%-520.3pp | 176.28%-166.4pp | 73.14%-63.3pp |
| Employer contribution / active EE | $937 | $2,471-62.1% | $3,679-74.5% | $2,342-60.0% |
| Participant deferral / active EE | $4,449 | $2,854+55.9% | $3,897+14.2% | $3,332+33.5% |
| Admin fee / account holder | $16,925 | $3,840+340.7% | $5,194+225.9% | $4,645+264.4% |