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 | $114,131 | $102,317+11.5% | $146,958-22.3% | $80,856+41.2% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 11.68% | 134.76%-123.1pp | 418.34%-406.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $5,499 | $3,713+48.1% | $4,933+11.5% | $2,755+99.6% |
| Participant deferral / active EE | $2,784 | $6,644-58.1% | $8,070-65.5% | $4,296-35.2% |
| Admin fee / account holder | $53,716 | $7,941+576.4% | $12,998+313.3% | $6,918+676.5% |