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 | $218,471 | $107,334+103.5% | $92,893+135.2% | $152,861+42.9% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 2.77% | 145.58%-142.8pp | 109.41%-106.6pp | 345.32%-342.5pp |
| Employer contribution / active EE | $1,216 | $4,221-71.2% | $3,653-66.7% | $4,762-74.5% |
| Participant deferral / active EE | $4,387 | $4,845-9.4% | $4,236+3.6% | $5,850-25.0% |
| Admin fee / account holder | $2,272 | $7,079-67.9% | $5,794-60.8% | $11,596-80.4% |