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 | $148,728 | $104,907+41.8% | $84,611+75.8% | $152,861-2.7% |
| Participation rate | 93.8% | 74.8%+18.9pp | 68.2%+25.5pp | 82.4%+11.3pp |
| Annual return | 6.12% | 373.79%-367.7pp | 258.74%-252.6pp | 345.32%-339.2pp |
| Employer contribution / active EE | $4,206 | $3,302+27.4% | $2,652+58.6% | $4,762-11.7% |
| Participant deferral / active EE | $10,158 | $4,688+116.7% | $3,899+160.5% | $5,850+73.6% |
| Admin fee / account holder | $8,547 | $6,241+37.0% | $4,912+74.0% | $11,596-26.3% |