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 | $90,376 | $48,230+87.4% | $67,502+33.9% | $80,856+11.8% |
| Participation rate | 75.0% | 66.4%+8.6pp | 72.9%+2.1pp | 67.6%+7.4pp |
| Annual return | 9.61% | 18.28%-8.7pp | 3512.12%-3502.5pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,061 | $2,020-47.5% | $2,731-61.2% | $2,755-61.5% |
| Participant deferral / active EE | $7,034 | $2,924+140.6% | $4,000+75.8% | $4,296+63.7% |
| Admin fee / account holder | $884 | $3,681-76.0% | $3,998-77.9% | $6,918-87.2% |