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 | $224,849 | $126,574+77.6% | $106,213+111.7% | $145,922+54.1% |
| Participation rate | 82.4% | 77.6%+4.7pp | 75.3%+7.1pp | 80.3%+2.1pp |
| Annual return | 7.82% | 224.79%-217.0pp | 116.14%-108.3pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,845 | $3,730-50.6% | $3,171-41.8% | $4,660-60.4% |
| Participant deferral / active EE | $5,400 | $5,724-5.7% | $5,016+7.7% | $6,688-19.3% |
| Admin fee / account holder | $43,479 | $17,304+151.3% | $11,033+294.1% | $13,397+224.5% |