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 | $118,333 | $60,124+96.8% | $90,404+30.9% | $79,858+48.2% |
| Participation rate | 85.7% | 65.0%+20.7pp | 72.7%+13.0pp | 69.6%+16.1pp |
| Annual return | 6.59% | 71.94%-65.4pp | 1293.02%-1286.4pp | 31.71%-25.1pp |
| Employer contribution / active EE | $2,247 | $2,068+8.7% | $3,262-31.1% | $2,471-9.1% |
| Participant deferral / active EE | $5,238 | $2,938+78.3% | $3,963+32.2% | $3,740+40.1% |
| Admin fee / account holder | $9,494 | $3,976+138.8% | $5,611+69.2% | $5,306+78.9% |