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 | $248,222 | $144,119+72.2% | $117,854+110.6% | $147,584+68.2% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 8.03% | 531.15%-523.1pp | 335.08%-327.0pp | 578.55%-570.5pp |
| Employer contribution / active EE | $2,261 | $4,896-53.8% | $3,786-40.3% | $4,876-53.6% |
| Participant deferral / active EE | $10,178 | $5,316+91.5% | $4,482+127.1% | $5,439+87.1% |
| Admin fee / account holder | $14,753 | $10,886+35.5% | $8,020+83.9% | $10,885+35.5% |