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 | $158,946 | $68,346+132.6% | $94,646+67.9% | $75,163+111.5% |
| Participation rate | 90.9% | 76.1%+14.8pp | 80.8%+10.1pp | 67.2%+23.7pp |
| Annual return | 14.86% | 616.93%-602.1pp | 156.71%-141.8pp | 160.62%-145.8pp |
| Employer contribution / active EE | $6,099 | $2,701+125.8% | $3,672+66.1% | $2,670+128.4% |
| Participant deferral / active EE | $12,413 | $6,537+89.9% | $7,418+67.3% | $4,125+200.9% |
| Admin fee / account holder | $31,756 | $5,326+496.3% | $7,231+339.2% | $5,651+462.0% |