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 | $213,711 | $74,888+185.4% | $71,209+200.1% | $142,382+50.1% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 13.01% | 345.14%-332.1pp | 282.51%-269.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $6,600 | $2,854+131.2% | $2,721+142.6% | $4,299+53.5% |
| Participant deferral / active EE | $8,998 | $4,454+102.0% | $4,175+115.5% | $6,507+38.3% |
| Admin fee / account holder | $16,678 | $5,568+199.5% | $5,349+211.8% | $12,624+32.1% |