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 | $238,678 | $89,753+165.9% | $107,525+122.0% | $84,808+181.4% |
| Participation rate | 95.4% | 68.1%+27.3pp | 75.1%+20.3pp | 68.3%+27.1pp |
| Annual return | 9.45% | 29.48%-20.0pp | 181.32%-171.9pp | 40.90%-31.4pp |
| Employer contribution / active EE | $1,424 | $3,113-54.3% | $3,754-62.1% | $2,631-45.9% |
| Participant deferral / active EE | $6,181 | $4,056+52.4% | $5,116+20.8% | $4,212+46.8% |
| Admin fee / account holder | $65,019 | $7,222+800.3% | $8,919+629.0% | $7,344+785.4% |