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 | $203,713 | $83,902+142.8% | $167,512+21.6% | $84,808+140.2% |
| Participation rate | 97.6% | 66.5%+31.2pp | 77.1%+20.6pp | 68.3%+29.3pp |
| Annual return | 12.90% | 91.55%-78.6pp | 1615.79%-1602.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $4,159 | $2,264+83.7% | $3,882+7.2% | $2,631+58.1% |
| Participant deferral / active EE | $6,544 | $4,442+47.3% | $6,405+2.2% | $4,212+55.4% |
| Admin fee / account holder | $20,382 | $7,915+157.5% | $9,769+108.6% | $7,344+177.5% |