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 | $225,781 | $105,181+114.7% | $159,436+41.6% | $85,850+163.0% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.1pp | 69.3%+27.6pp |
| Annual return | 11.98% | 45.07%-33.1pp | 263.57%-251.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $8,443 | $3,318+154.4% | $4,829+74.8% | $2,565+229.1% |
| Participant deferral / active EE | $8,358 | $5,945+40.6% | $7,352+13.7% | $3,952+111.5% |
| Admin fee / account holder | $15,109 | $6,933+117.9% | $10,799+39.9% | $6,260+141.4% |