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 | $226,585 | $91,538+147.5% | $129,995+74.3% | $75,163+201.5% |
| Participation rate | 96.8% | 71.4%+25.3pp | 78.5%+18.3pp | 67.2%+29.6pp |
| Annual return | 12.26% | -631.11%+643.4pp | -137.18%+149.4pp | 160.62%-148.4pp |
| Employer contribution / active EE | $5,833 | $2,845+105.0% | $4,320+35.0% | $2,670+118.5% |
| Participant deferral / active EE | $6,241 | $4,341+43.8% | $5,820+7.2% | $4,125+51.3% |
| Admin fee / account holder | $53,280 | $6,790+684.7% | $10,614+402.0% | $5,651+842.9% |