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 | $142,876 | $53,516+167.0% | $126,539+12.9% | $84,808+68.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 6.22% | 58.34%-52.1pp | 425.95%-419.7pp | 40.90%-34.7pp |
| Employer contribution / active EE | $12,011 | $1,535+682.6% | $3,674+226.9% | $2,631+356.5% |
| Participant deferral / active EE | $5,941 | $2,671+122.5% | $4,083+45.5% | $4,212+41.1% |
| Admin fee / account holder | $7,171 | $4,497+59.5% | $6,065+18.2% | $7,344-2.4% |