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 | $172,604 | $105,181+64.1% | $159,436+8.3% | $85,850+101.1% |
| Participation rate | 93.6% | 75.8%+17.8pp | 82.8%+10.8pp | 69.3%+24.3pp |
| Annual return | 11.26% | 45.07%-33.8pp | 263.57%-252.3pp | 318.53%-307.3pp |
| Employer contribution / active EE | $4,543 | $3,318+36.9% | $4,829-5.9% | $2,565+77.1% |
| Participant deferral / active EE | $6,815 | $5,945+14.6% | $7,352-7.3% | $3,952+72.5% |
| Admin fee / account holder | $3,635 | $6,933-47.6% | $10,799-66.3% | $6,260-41.9% |