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 | $160,969 | $105,998+51.9% | $92,233+74.5% | $147,584+9.1% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 9.33% | 50.05%-40.7pp | 176.28%-166.9pp | 578.55%-569.2pp |
| Employer contribution / active EE | $6,475 | $4,333+49.4% | $3,679+76.0% | $4,876+32.8% |
| Participant deferral / active EE | $4,057 | $4,478-9.4% | $3,897+4.1% | $5,439-25.4% |
| Admin fee / account holder | $3,898 | $6,332-38.4% | $5,194-24.9% | $10,885-64.2% |