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 | $218,161 | $61,774+253.2% | $97,226+124.4% | $80,856+169.8% |
| Participation rate | 76.3% | 63.5%+12.8pp | 72.7%+3.6pp | 67.6%+8.7pp |
| Annual return | 8.37% | -557.90%+566.3pp | 75.13%-66.8pp | 35.59%-27.2pp |
| Employer contribution / active EE | $4,271 | $1,837+132.5% | $2,729+56.5% | $2,755+55.0% |
| Participant deferral / active EE | $5,960 | $3,029+96.8% | $4,264+39.8% | $4,296+38.7% |
| Admin fee / account holder | $38,906 | $5,166+653.1% | $5,654+588.2% | $6,918+462.4% |