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 | $210,121 | $74,888+180.6% | $71,209+195.1% | $142,382+47.6% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 10.91% | 345.14%-334.2pp | 282.51%-271.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,272 | $2,854-20.4% | $2,721-16.5% | $4,299-47.2% |
| Participant deferral / active EE | $4,752 | $4,454+6.7% | $4,175+13.8% | $6,507-27.0% |
| Admin fee / account holder | $13,844 | $5,568+148.6% | $5,349+158.8% | $12,624+9.7% |