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 | $221,305 | $105,181+110.4% | $159,436+38.8% | $85,850+157.8% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 12.41% | 45.07%-32.7pp | 263.57%-251.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $676 | $3,318-79.6% | $4,829-86.0% | $2,565-73.6% |
| Participant deferral / active EE | $8,436 | $5,945+41.9% | $7,352+14.7% | $3,952+113.5% |
| Admin fee / account holder | $14,455 | $6,933+108.5% | $10,799+33.9% | $6,260+130.9% |