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 | $134,221 | $60,124+123.2% | $90,404+48.5% | $79,858+68.1% |
| Participation rate | 96.3% | 65.0%+31.3pp | 72.7%+23.6pp | 69.6%+26.6pp |
| Annual return | 7.74% | 71.94%-64.2pp | 1293.02%-1285.3pp | 31.71%-24.0pp |
| Employer contribution / active EE | $4,721 | $2,068+128.3% | $3,262+44.7% | $2,471+91.1% |
| Participant deferral / active EE | $6,920 | $2,938+135.5% | $3,963+74.6% | $3,740+85.0% |
| Admin fee / account holder | $6,084 | $3,976+53.0% | $5,611+8.4% | $5,306+14.7% |