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 | $139,206 | $101,317+37.4% | $146,958-5.3% | $74,495+86.9% |
| Participation rate | 97.0% | 75.5%+21.5pp | 82.2%+14.8pp | 67.2%+29.8pp |
| Annual return | 12.14% | 8730.91%-8718.8pp | 418.34%-406.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,692 | $3,810-55.6% | $4,933-65.7% | $2,623-35.5% |
| Participant deferral / active EE | $8,013 | $7,303+9.7% | $8,070-0.7% | $4,346+84.4% |
| Admin fee / account holder | $21,236 | $1,739+1121.3% | $12,998+63.4% | $1,942+993.7% |