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 | $85,191 | $49,922+70.6% | $80,569+5.7% | $75,163+13.3% |
| Participation rate | 93.2% | 55.3%+37.9pp | 67.0%+26.2pp | 67.2%+26.0pp |
| Annual return | 13.29% | 34.69%-21.4pp | 935.43%-922.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $6,452 | $1,698+279.9% | $2,723+136.9% | $2,670+141.7% |
| Participant deferral / active EE | $8,445 | $2,990+182.4% | $4,447+89.9% | $4,125+104.7% |
| Admin fee / account holder | $3,932 | $3,577+9.9% | $5,377-26.9% | $5,651-30.4% |