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 | $120,881 | $63,346+90.8% | $92,233+31.1% | $70,131+72.4% |
| Participation rate | 88.9% | 68.7%+20.2pp | 76.5%+12.4pp | 69.5%+19.3pp |
| Annual return | 9.88% | 530.12%-520.2pp | 176.28%-166.4pp | 73.14%-63.3pp |
| Employer contribution / active EE | $3,163 | $2,471+28.0% | $3,679-14.0% | $2,342+35.0% |
| Participant deferral / active EE | $5,189 | $2,854+81.8% | $3,897+33.2% | $3,332+55.8% |
| Admin fee / account holder | $931 | $3,840-75.8% | $5,194-82.1% | $4,645-80.0% |