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 | $141,863 | $54,705+159.3% | $71,209+99.2% | $84,808+67.3% |
| Participation rate | 93.2% | 64.1%+29.1pp | 73.8%+19.4pp | 68.3%+24.9pp |
| Annual return | 12.92% | 35.90%-23.0pp | 282.51%-269.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $7,987 | $2,158+270.1% | $2,721+193.5% | $2,631+203.6% |
| Participant deferral / active EE | $8,360 | $3,030+175.9% | $4,175+100.2% | $4,212+98.5% |
| Admin fee / account holder | $21,719 | $4,863+346.6% | $5,349+306.1% | $7,344+195.7% |