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 | $119,279 | $72,400+64.8% | $67,502+76.7% | $145,922-18.3% |
| Participation rate | 90.9% | 76.9%+14.1pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 7.35% | 7182.46%-7175.1pp | 3512.12%-3504.8pp | 561.29%-553.9pp |
| Employer contribution / active EE | $14,968 | $3,069+387.7% | $2,731+448.1% | $4,660+221.2% |
| Participant deferral / active EE | $5,363 | $4,783+12.1% | $4,000+34.1% | $6,688-19.8% |
| Admin fee / account holder | $9,546 | $5,539+72.4% | $3,998+138.8% | $13,397-28.7% |