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 | $247,902 | $109,982+125.4% | $97,226+155.0% | $145,922+69.9% |
| Participation rate | 85.0% | 75.9%+9.1pp | 72.7%+12.3pp | 80.3%+4.7pp |
| Annual return | 6.52% | 242.90%-236.4pp | 75.13%-68.6pp | 561.29%-554.8pp |
| Employer contribution / active EE | $2,267 | $3,084-26.5% | $2,729-16.9% | $4,660-51.3% |
| Participant deferral / active EE | $4,959 | $4,676+6.1% | $4,264+16.3% | $6,688-25.8% |
| Admin fee / account holder | $26,175 | $6,221+320.8% | $5,654+363.0% | $13,397+95.4% |