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 | $204,838 | $114,381+79.1% | $107,525+90.5% | $142,382+43.9% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 10.14% | 242.71%-232.6pp | 181.32%-171.2pp | 217.08%-206.9pp |
| Employer contribution / active EE | $10,351 | $4,015+157.8% | $3,754+175.8% | $4,299+140.8% |
| Participant deferral / active EE | $6,876 | $5,564+23.6% | $5,116+34.4% | $6,507+5.7% |
| Admin fee / account holder | $14,183 | $9,860+43.8% | $8,919+59.0% | $12,624+12.4% |