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 | $246,411 | $165,984+48.5% | $164,813+49.5% | $145,922+68.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.03% | 100.03%-97.0pp | 69.93%-66.9pp | 561.29%-558.3pp |
| Employer contribution / active EE | $4,996 | $5,273-5.3% | $4,341+15.1% | $4,660+7.2% |
| Participant deferral / active EE | $23,000 | $6,959+230.5% | $6,031+281.3% | $6,688+243.9% |
| Admin fee / account holder | $4,509 | $16,648-72.9% | $12,690-64.5% | $13,397-66.3% |