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 | $150,985 | $95,416+58.2% | $185,823-18.7% | $85,850+75.9% |
| Participation rate | 73.2% | 68.8%+4.5pp | 81.7%-8.5pp | 69.3%+3.9pp |
| Annual return | 11.36% | 23.59%-12.2pp | 122.05%-110.7pp | 318.53%-307.2pp |
| Employer contribution / active EE | $2,246 | $3,314-32.2% | $5,167-56.5% | $2,565-12.5% |
| Participant deferral / active EE | $5,180 | $3,423+51.3% | $5,568-7.0% | $3,952+31.1% |
| Admin fee / account holder | $2,316 | $7,213-67.9% | $16,237-85.7% | $6,260-63.0% |