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 | $168,065 | $105,181+59.8% | $159,436+5.4% | $85,850+95.8% |
| Participation rate | 83.8% | 75.8%+8.0pp | 82.8%+1.0pp | 69.3%+14.5pp |
| Annual return | 8.57% | 45.07%-36.5pp | 263.57%-255.0pp | 318.53%-310.0pp |
| Employer contribution / active EE | $5,154 | $3,318+55.3% | $4,829+6.7% | $2,565+100.9% |
| Participant deferral / active EE | $4,682 | $5,945-21.2% | $7,352-36.3% | $3,952+18.5% |
| Admin fee / account holder | $29,233 | $6,933+321.6% | $10,799+170.7% | $6,260+367.0% |