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 | $49,012 | $202,318-75.8% | $172,739-71.6% | $152,861-67.9% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.4%+12.0pp |
| Annual return | 11.32% | 1029.65%-1018.3pp | 802.84%-791.5pp | 345.32%-334.0pp |
| Employer contribution / active EE | $3,199 | $5,856-45.4% | $5,143-37.8% | $4,762-32.8% |
| Participant deferral / active EE | $6,489 | $5,948+9.1% | $5,198+24.8% | $5,850+10.9% |
| Admin fee / account holder | $8,685 | $17,109-49.2% | $13,954-37.8% | $11,596-25.1% |