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 | $200,162 | $74,888+167.3% | $71,209+181.1% | $142,382+40.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 12.54% | 345.14%-332.6pp | 282.51%-270.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,519 | $2,854-46.8% | $2,721-44.2% | $4,299-64.7% |
| Participant deferral / active EE | $8,420 | $4,454+89.0% | $4,175+101.7% | $6,507+29.4% |
| Admin fee / account holder | $16,219 | $5,568+191.3% | $5,349+203.2% | $12,624+28.5% |