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 | $208,605 | $91,538+127.9% | $129,995+60.5% | $75,163+177.5% |
| Participation rate | 97.2% | 71.4%+25.8pp | 78.5%+18.7pp | 67.2%+30.0pp |
| Annual return | 9.17% | -631.11%+640.3pp | -137.18%+146.3pp | 160.62%-151.5pp |
| Employer contribution / active EE | $12,702 | $2,845+346.4% | $4,320+194.0% | $2,670+375.8% |
| Participant deferral / active EE | $11,620 | $4,341+167.7% | $5,820+99.7% | $4,125+181.7% |
| Admin fee / account holder | $26,477 | $6,790+289.9% | $10,614+149.4% | $5,651+368.5% |