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 | $210,268 | $91,538+129.7% | $129,995+61.8% | $75,163+179.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.58% | -631.11%+643.7pp | -137.18%+149.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $6,881 | $2,845+141.9% | $4,320+59.3% | $2,670+157.7% |
| Participant deferral / active EE | $10,431 | $4,341+140.3% | $5,820+79.2% | $4,125+152.9% |
| Admin fee / account holder | $59,704 | $6,790+779.3% | $10,614+462.5% | $5,651+956.5% |