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 | $242,971 | $106,890+127.3% | $84,015+189.2% | $152,861+58.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 4.55% | 104.99%-100.4pp | 71.31%-66.8pp | 345.32%-340.8pp |
| Employer contribution / active EE | $2,686 | $2,734-1.8% | $1,983+35.4% | $4,762-43.6% |
| Participant deferral / active EE | $8,043 | $4,011+100.5% | $3,239+148.3% | $5,850+37.5% |
| Admin fee / account holder | $37,128 | $8,285+348.1% | $6,101+508.6% | $11,596+220.2% |