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 | $136,807 | $83,902+63.1% | $167,512-18.3% | $84,808+61.3% |
| Participation rate | 76.0% | 66.5%+9.5pp | 77.1%-1.1pp | 68.3%+7.7pp |
| Annual return | 11.77% | 91.55%-79.8pp | 1615.79%-1604.0pp | 40.90%-29.1pp |
| Employer contribution / active EE | $4,571 | $2,264+101.9% | $3,882+17.8% | $2,631+73.7% |
| Participant deferral / active EE | $11,733 | $4,442+164.1% | $6,405+83.2% | $4,212+178.6% |
| Admin fee / account holder | $38,320 | $7,915+384.1% | $9,769+292.3% | $7,344+421.8% |