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 | $203,681 | $105,181+93.6% | $159,436+27.8% | $85,850+137.3% |
| Participation rate | 71.9% | 75.8%-3.9pp | 82.8%-10.9pp | 69.3%+2.6pp |
| Annual return | 10.80% | 45.07%-34.3pp | 263.57%-252.8pp | 318.53%-307.7pp |
| Employer contribution / active EE | $8,177 | $3,318+146.4% | $4,829+69.3% | $2,565+218.8% |
| Participant deferral / active EE | $6,068 | $5,945+2.1% | $7,352-17.5% | $3,952+53.5% |
| Admin fee / account holder | $30,926 | $6,933+346.0% | $10,799+186.4% | $6,260+394.0% |