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 | $210,664 | $105,181+100.3% | $159,436+32.1% | $85,850+145.4% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.8%+9.2pp | 69.3%+22.7pp |
| Annual return | 12.38% | 45.07%-32.7pp | 263.57%-251.2pp | 318.53%-306.2pp |
| Employer contribution / active EE | $15,041 | $3,318+353.3% | $4,829+211.4% | $2,565+486.4% |
| Participant deferral / active EE | $9,482 | $5,945+59.5% | $7,352+29.0% | $3,952+140.0% |
| Admin fee / account holder | $38,462 | $6,933+454.7% | $10,799+256.2% | $6,260+514.4% |