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 | $187,649 | $102,317+83.4% | $146,958+27.7% | $80,856+132.1% |
| Participation rate | 88.6% | 75.8%+12.7pp | 82.2%+6.4pp | 67.6%+20.9pp |
| Annual return | 9.83% | 134.76%-124.9pp | 418.34%-408.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,985 | $3,713-19.6% | $4,933-39.5% | $2,755+8.4% |
| Participant deferral / active EE | $3,902 | $6,644-41.3% | $8,070-51.6% | $4,296-9.2% |
| Admin fee / account holder | $36,560 | $7,941+360.4% | $12,998+181.3% | $6,918+428.5% |