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 | $249,291 | $105,181+137.0% | $159,436+56.4% | $85,850+190.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.02% | 45.07%-34.1pp | 263.57%-252.6pp | 318.53%-307.5pp |
| Employer contribution / active EE | $3,047 | $3,318-8.2% | $4,829-36.9% | $2,565+18.8% |
| Participant deferral / active EE | $8,577 | $5,945+44.3% | $7,352+16.7% | $3,952+117.1% |
| Admin fee / account holder | $3,927 | $6,933-43.4% | $10,799-63.6% | $6,260-37.3% |