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 | $206,540 | $91,538+125.6% | $129,995+58.9% | $75,163+174.8% |
| Participation rate | 88.0% | 71.4%+16.6pp | 78.5%+9.5pp | 67.2%+20.8pp |
| Annual return | 12.58% | -631.11%+643.7pp | -137.18%+149.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $8,658 | $2,845+204.3% | $4,320+100.4% | $2,670+224.3% |
| Participant deferral / active EE | $9,380 | $4,341+116.1% | $5,820+61.2% | $4,125+127.4% |
| Admin fee / account holder | $41,544 | $6,790+511.8% | $10,614+291.4% | $5,651+635.2% |