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 | $203,368 | $165,984+22.5% | $164,813+23.4% | $145,922+39.4% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.2pp |
| Annual return | 8.20% | 100.03%-91.8pp | 69.93%-61.7pp | 561.29%-553.1pp |
| Employer contribution / active EE | $10,140 | $5,273+92.3% | $4,341+133.6% | $4,660+117.6% |
| Participant deferral / active EE | $7,287 | $6,959+4.7% | $6,031+20.8% | $6,688+9.0% |
| Admin fee / account holder | $30,781 | $16,648+84.9% | $12,690+142.6% | $13,397+129.8% |