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 | $169,953 | $58,208+192.0% | $81,812+107.7% | $80,856+110.2% |
| Participation rate | 85.1% | 63.4%+21.7pp | 72.3%+12.7pp | 67.6%+17.4pp |
| Annual return | 9.19% | 41.66%-32.5pp | 773.79%-764.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $6,101 | $2,340+160.7% | $2,912+109.5% | $2,755+121.5% |
| Participant deferral / active EE | $7,768 | $3,281+136.8% | $4,319+79.9% | $4,296+80.8% |
| Admin fee / account holder | $23,943 | $4,981+380.7% | $7,386+224.2% | $6,918+246.1% |