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 | $205,909 | $114,381+80.0% | $107,525+91.5% | $142,382+44.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.92% | 242.71%-231.8pp | 181.32%-170.4pp | 217.08%-206.2pp |
| Employer contribution / active EE | $11,915 | $4,015+196.8% | $3,754+217.4% | $4,299+177.1% |
| Participant deferral / active EE | $2,370 | $5,564-57.4% | $5,116-53.7% | $6,507-63.6% |
| Admin fee / account holder | $6,996 | $9,860-29.0% | $8,919-21.6% | $12,624-44.6% |