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 | $204,252 | $49,173+315.4% | $121,098+68.7% | $75,163+171.7% |
| Participation rate | 78.0% | 55.4%+22.7pp | 69.5%+8.6pp | 67.2%+10.9pp |
| Annual return | 13.19% | 55.99%-42.8pp | 985.75%-972.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $2,493 | $1,546+61.3% | $4,164-40.1% | $2,670-6.6% |
| Participant deferral / active EE | $5,628 | $2,628+114.2% | $4,080+38.0% | $4,125+36.4% |
| Admin fee / account holder | $7,148 | $3,942+81.3% | $5,644+26.6% | $5,651+26.5% |