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 | $217,155 | $98,750+119.9% | $149,696+45.1% | $79,858+171.9% |
| Participation rate | 96.6% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 10.39% | 27.43%-17.0pp | 276.60%-266.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $6,875 | $3,216+113.7% | $4,644+48.0% | $2,471+178.2% |
| Participant deferral / active EE | $6,696 | $5,680+17.9% | $6,842-2.1% | $3,740+79.0% |
| Admin fee / account holder | $2,591 | $6,053-57.2% | $9,309-72.2% | $5,306-51.2% |