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 | $208,990 | $107,334+94.7% | $92,893+125.0% | $152,861+36.7% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 5.37% | 145.58%-140.2pp | 109.41%-104.0pp | 345.32%-340.0pp |
| Employer contribution / active EE | $1,817 | $4,221-57.0% | $3,653-50.3% | $4,762-61.8% |
| Participant deferral / active EE | $7,655 | $4,845+58.0% | $4,236+80.7% | $5,850+30.9% |
| Admin fee / account holder | $3,640 | $7,079-48.6% | $5,794-37.2% | $11,596-68.6% |