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 | $200,300 | $91,538+118.8% | $129,995+54.1% | $75,163+166.5% |
| Participation rate | 95.1% | 71.4%+23.7pp | 78.5%+16.6pp | 67.2%+27.9pp |
| Annual return | 10.60% | -631.11%+641.7pp | -137.18%+147.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $5,214 | $2,845+83.3% | $4,320+20.7% | $2,670+95.3% |
| Participant deferral / active EE | $9,074 | $4,341+109.0% | $5,820+55.9% | $4,125+120.0% |
| Admin fee / account holder | $7,682 | $6,790+13.1% | $10,614-27.6% | $5,651+35.9% |