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 | $248,904 | $99,985+148.9% | $146,665+69.7% | $85,850+189.9% |
| Participation rate | 85.7% | 73.1%+12.7pp | 80.1%+5.6pp | 69.3%+16.4pp |
| Annual return | 7.19% | 18.93%-11.7pp | 22.74%-15.6pp | 318.53%-311.3pp |
| Employer contribution / active EE | $2,360 | $2,559-7.8% | $4,136-42.9% | $2,565-8.0% |
| Participant deferral / active EE | $5,752 | $4,006+43.6% | $5,506+4.5% | $3,952+45.6% |
| Admin fee / account holder | $52,842 | $7,702+586.1% | $10,280+414.1% | $6,260+744.1% |