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 | $224,335 | $105,181+113.3% | $159,436+40.7% | $85,850+161.3% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.8%+14.4pp | 69.3%+27.9pp |
| Annual return | 12.37% | 45.07%-32.7pp | 263.57%-251.2pp | 318.53%-306.2pp |
| Employer contribution / active EE | $3,204 | $3,318-3.4% | $4,829-33.7% | $2,565+24.9% |
| Participant deferral / active EE | $11,892 | $5,945+100.0% | $7,352+61.7% | $3,952+200.9% |
| Admin fee / account holder | $3,747 | $6,933-46.0% | $10,799-65.3% | $6,260-40.1% |