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 | $247,794 | $105,998+133.8% | $92,233+168.7% | $147,584+67.9% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 3.04% | 50.05%-47.0pp | 176.28%-173.2pp | 578.55%-575.5pp |
| Employer contribution / active EE | $14,672 | $4,333+238.6% | $3,679+298.8% | $4,876+200.9% |
| Participant deferral / active EE | $9,335 | $4,478+108.5% | $3,897+139.6% | $5,439+71.6% |
| Admin fee / account holder | $12,702 | $6,332+100.6% | $5,194+144.6% | $10,885+16.7% |