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 | $131,001 | $65,561+99.8% | $86,188+52.0% | $75,163+74.3% |
| Participation rate | 74.0% | 60.5%+13.5pp | 69.0%+5.0pp | 67.2%+6.8pp |
| Annual return | 10.44% | 46.05%-35.6pp | 1168.45%-1158.0pp | 160.62%-150.2pp |
| Employer contribution / active EE | $2,474 | $1,553+59.4% | $2,380+4.0% | $2,670-7.3% |
| Participant deferral / active EE | $4,921 | $3,024+62.7% | $3,985+23.5% | $4,125+19.3% |
| Admin fee / account holder | $8,115 | $5,474+48.3% | $6,852+18.4% | $5,651+43.6% |