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 | $133,878 | $83,902+59.6% | $167,512-20.1% | $84,808+57.9% |
| Participation rate | 91.2% | 66.5%+24.7pp | 77.1%+14.1pp | 68.3%+22.9pp |
| Annual return | 12.07% | 91.55%-79.5pp | 1615.79%-1603.7pp | 40.90%-28.8pp |
| Employer contribution / active EE | $2,318 | $2,264+2.4% | $3,882-40.3% | $2,631-11.9% |
| Participant deferral / active EE | $7,374 | $4,442+66.0% | $6,405+15.1% | $4,212+75.1% |
| Admin fee / account holder | $4,473 | $7,915-43.5% | $9,769-54.2% | $7,344-39.1% |