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 | $159,836 | $63,346+152.3% | $92,233+73.3% | $70,131+127.9% |
| Participation rate | 82.8% | 68.7%+14.1pp | 76.5%+6.3pp | 69.5%+13.2pp |
| Annual return | 3.80% | 530.12%-526.3pp | 176.28%-172.5pp | 73.14%-69.3pp |
| Employer contribution / active EE | $1,107 | $2,471-55.2% | $3,679-69.9% | $2,342-52.7% |
| Participant deferral / active EE | $1,354 | $2,854-52.5% | $3,897-65.3% | $3,332-59.4% |
| Admin fee / account holder | $5,973 | $3,840+55.5% | $5,194+15.0% | $4,645+28.6% |