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 | $240,560 | $102,317+135.1% | $146,958+63.7% | $80,856+197.5% |
| Participation rate | 77.6% | 75.8%+1.7pp | 82.2%-4.6pp | 67.6%+9.9pp |
| Annual return | 9.72% | 134.76%-125.0pp | 418.34%-408.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $3,894 | $3,713+4.9% | $4,933-21.1% | $2,755+41.4% |
| Participant deferral / active EE | $4,902 | $6,644-26.2% | $8,070-39.3% | $4,296+14.1% |
| Admin fee / account holder | $51,842 | $7,941+552.8% | $12,998+298.8% | $6,918+649.4% |