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 | $228,704 | $157,256+45.4% | $141,162+62.0% | $152,861+49.6% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 12.51% | 64.32%-51.8pp | 71.39%-58.9pp | 345.32%-332.8pp |
| Employer contribution / active EE | $9,099 | $5,261+73.0% | $4,735+92.2% | $4,762+91.1% |
| Participant deferral / active EE | $12,851 | $7,109+80.8% | $6,709+91.6% | $5,850+119.7% |
| Admin fee / account holder | $7,420 | $12,120-38.8% | $10,261-27.7% | $11,596-36.0% |