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 | $156,267 | $91,552+70.7% | $133,956+16.7% | $79,858+95.7% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+13.9pp | 69.6%+24.1pp |
| Annual return | -1.90% | 61.85%-63.7pp | 45.09%-47.0pp | 31.71%-33.6pp |
| Employer contribution / active EE | $8,053 | $2,384+237.8% | $3,919+105.5% | $2,471+225.9% |
| Participant deferral / active EE | $8,164 | $3,733+118.7% | $5,048+61.7% | $3,740+118.3% |
| Admin fee / account holder | $1,241 | $6,321-80.4% | $8,927-86.1% | $5,306-76.6% |