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 | $213,937 | $98,750+116.6% | $149,696+42.9% | $79,858+167.9% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.5%+16.3pp | 69.6%+29.1pp |
| Annual return | -15.74% | 27.43%-43.2pp | 276.60%-292.3pp | 31.71%-47.4pp |
| Employer contribution / active EE | $5,501 | $3,216+71.0% | $4,644+18.5% | $2,471+122.7% |
| Participant deferral / active EE | $7,458 | $5,680+31.3% | $6,842+9.0% | $3,740+99.4% |
| Admin fee / account holder | $25,615 | $6,053+323.2% | $9,309+175.2% | $5,306+382.7% |