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 | $204,979 | $105,181+94.9% | $159,436+28.6% | $85,850+138.8% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 12.43% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $5,044 | $3,318+52.0% | $4,829+4.4% | $2,565+96.7% |
| Participant deferral / active EE | $15,531 | $5,945+161.3% | $7,352+111.2% | $3,952+293.0% |
| Admin fee / account holder | $12,085 | $6,933+74.3% | $10,799+11.9% | $6,260+93.1% |