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 | $179,841 | $83,902+114.3% | $167,512+7.4% | $84,808+112.1% |
| Participation rate | 98.0% | 66.5%+31.5pp | 77.1%+20.9pp | 68.3%+29.7pp |
| Annual return | 11.47% | 91.55%-80.1pp | 1615.79%-1604.3pp | 40.90%-29.4pp |
| Employer contribution / active EE | $4,451 | $2,264+96.6% | $3,882+14.7% | $2,631+69.2% |
| Participant deferral / active EE | $7,388 | $4,442+66.3% | $6,405+15.4% | $4,212+75.4% |
| Admin fee / account holder | $27,559 | $7,915+248.2% | $9,769+182.1% | $7,344+275.3% |