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 | $146,648 | $83,902+74.8% | $167,512-12.5% | $84,808+72.9% |
| Participation rate | 79.3% | 66.5%+12.8pp | 77.1%+2.3pp | 68.3%+11.0pp |
| Annual return | 11.27% | 91.55%-80.3pp | 1615.79%-1604.5pp | 40.90%-29.6pp |
| Employer contribution / active EE | $3,613 | $2,264+59.6% | $3,882-6.9% | $2,631+37.3% |
| Participant deferral / active EE | $9,148 | $4,442+105.9% | $6,405+42.8% | $4,212+117.2% |
| Admin fee / account holder | $51,410 | $7,915+549.5% | $9,769+426.3% | $7,344+600.0% |