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 | $201,091 | $78,422+156.4% | $95,952+109.6% | $79,858+151.8% |
| Participation rate | 90.0% | 73.5%+16.5pp | 77.1%+12.9pp | 69.6%+20.4pp |
| Annual return | -1.13% | 19.37%-20.5pp | 91.61%-92.7pp | 31.71%-32.8pp |
| Employer contribution / active EE | $3,136 | $1,945+61.2% | $2,541+23.4% | $2,471+26.9% |
| Participant deferral / active EE | $10,084 | $3,440+193.1% | $4,167+142.0% | $3,740+169.6% |
| Admin fee / account holder | $11,357 | $5,622+102.0% | $6,795+67.1% | $5,306+114.0% |