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 | $246,305 | $48,046+412.6% | $84,611+191.1% | $72,985+237.5% |
| Participation rate | 75.4% | 57.6%+17.8pp | 68.2%+7.2pp | 69.5%+5.9pp |
| Annual return | 8.30% | 37.38%-29.1pp | 258.74%-250.4pp | 81.00%-72.7pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,065 | $2,680+350.1% | $3,899+209.5% | $3,607+234.5% |
| Admin fee / account holder | $1,058 | $3,395-68.8% | $4,912-78.5% | $5,124-79.4% |