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 | $230,116 | $127,065+81.1% | $113,168+103.3% | $142,382+61.6% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 4.54% | 24.03%-19.5pp | 24.27%-19.7pp | 217.08%-212.5pp |
| Employer contribution / active EE | $2,271 | $3,442-34.0% | $2,975-23.7% | $4,299-47.2% |
| Participant deferral / active EE | $7,574 | $5,716+32.5% | $5,107+48.3% | $6,507+16.4% |
| Admin fee / account holder | $74,996 | $15,736+376.6% | $12,068+521.5% | $12,624+494.1% |