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 | $175,302 | $53,516+227.6% | $126,539+38.5% | $84,808+106.7% |
| Participation rate | 79.6% | 58.2%+21.3pp | 69.8%+9.8pp | 68.3%+11.3pp |
| Annual return | 10.42% | 58.34%-47.9pp | 425.95%-415.5pp | 40.90%-30.5pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,208 | $2,671+244.8% | $4,083+125.5% | $4,212+118.6% |
| Admin fee / account holder | $12,184 | $4,497+171.0% | $6,065+100.9% | $7,344+65.9% |