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 | $64,386 | $30,400+111.8% | $53,898+19.5% | $84,808-24.1% |
| Participation rate | 96.5% | 46.4%+50.0pp | 55.0%+41.5pp | 68.3%+28.2pp |
| Annual return | 13.80% | 500.19%-486.4pp | 528.60%-514.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,107 | $603+415.5% | $932+233.4% | $2,631+18.1% |
| Participant deferral / active EE | $4,003 | $1,199+233.9% | $1,826+119.2% | $4,212-5.0% |
| Admin fee / account holder | $12,823 | $1,993+543.3% | $2,491+414.8% | $7,344+74.6% |