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 | $128,415 | $83,902+53.1% | $167,512-23.3% | $84,808+51.4% |
| Participation rate | 94.3% | 66.5%+27.8pp | 77.1%+17.2pp | 68.3%+26.0pp |
| Annual return | 10.47% | 91.55%-81.1pp | 1615.79%-1605.3pp | 40.90%-30.4pp |
| Employer contribution / active EE | $6,429 | $2,264+184.0% | $3,882+65.6% | $2,631+144.3% |
| Participant deferral / active EE | $3,232 | $4,442-27.3% | $6,405-49.5% | $4,212-23.3% |
| Admin fee / account holder | $8,537 | $7,915+7.9% | $9,769-12.6% | $7,344+16.3% |