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 | $247,076 | $111,754+121.1% | $103,333+139.1% | $145,922+69.3% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 3.62% | 24.77%-21.2pp | 24.88%-21.3pp | 561.29%-557.7pp |
| Employer contribution / active EE | $6,408 | $4,212+52.1% | $3,868+65.7% | $4,660+37.5% |
| Participant deferral / active EE | $4,992 | $5,619-11.1% | $5,057-1.3% | $6,688-25.4% |
| Admin fee / account holder | $121,965 | $9,750+1150.9% | $8,355+1359.8% | $13,397+810.4% |