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 | $136,075 | $64,324+111.5% | $118,925+14.4% | $79,858+70.4% |
| Participation rate | 98.2% | 64.9%+33.3pp | 75.4%+22.8pp | 69.6%+28.5pp |
| Annual return | 3.92% | 86.45%-82.5pp | 35.88%-32.0pp | 31.71%-27.8pp |
| Employer contribution / active EE | $7,218 | $1,836+293.1% | $3,263+121.2% | $2,471+192.1% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,265-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,647 | $4,040+89.3% | $6,581+16.2% | $5,306+44.1% |