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 | $244,541 | $159,901+52.9% | $146,958+66.4% | $145,922+67.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.26% | 98.13%-90.9pp | 418.34%-411.1pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,839 | $5,286-65.2% | $4,933-62.7% | $4,660-60.5% |
| Participant deferral / active EE | $11,956 | $8,428+41.9% | $8,070+48.2% | $6,688+78.8% |
| Admin fee / account holder | $8,981 | $15,044-40.3% | $12,998-30.9% | $13,397-33.0% |