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 | $229,688 | $114,381+100.8% | $107,525+113.6% | $142,382+61.3% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.1%-1.7pp | 80.1%-6.8pp |
| Annual return | 10.77% | 242.71%-231.9pp | 181.32%-170.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,272 | $4,015-43.4% | $3,754-39.5% | $4,299-47.1% |
| Participant deferral / active EE | $11,213 | $5,564+101.5% | $5,116+119.2% | $6,507+72.3% |
| Admin fee / account holder | $5,068 | $9,860-48.6% | $8,919-43.2% | $12,624-59.9% |