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 | $219,285 | $74,888+192.8% | $71,209+207.9% | $142,382+54.0% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.1%+6.5pp |
| Annual return | 10.84% | 345.14%-334.3pp | 282.51%-271.7pp | 217.08%-206.2pp |
| Employer contribution / active EE | $8,150 | $2,854+185.5% | $2,721+199.5% | $4,299+89.6% |
| Participant deferral / active EE | $6,574 | $4,454+47.6% | $4,175+57.5% | $6,507+1.0% |
| Admin fee / account holder | $32,894 | $5,568+490.7% | $5,349+515.0% | $12,624+160.6% |