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 | $212,650 | $77,899+173.0% | $149,673+42.1% | $75,163+182.9% |
| Participation rate | 93.8% | 65.6%+28.2pp | 78.8%+15.0pp | 67.2%+26.6pp |
| Annual return | 2.03% | 31.72%-29.7pp | 134.42%-132.4pp | 160.62%-158.6pp |
| Employer contribution / active EE | $12,845 | $3,137+309.4% | $4,818+166.6% | $2,670+381.1% |
| Participant deferral / active EE | $12,339 | $3,411+261.8% | $5,680+117.2% | $4,125+199.1% |
| Admin fee / account holder | $6,760 | $5,956+13.5% | $13,210-48.8% | $5,651+19.6% |