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 | $246,109 | $117,841+108.8% | $102,423+140.3% | $145,922+68.7% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 5.80% | 31.65%-25.8pp | 29.32%-23.5pp | 561.29%-555.5pp |
| Employer contribution / active EE | $14,348 | $3,615+296.9% | $3,023+374.6% | $4,660+207.9% |
| Participant deferral / active EE | $6,218 | $5,731+8.5% | $5,053+23.0% | $6,688-7.0% |
| Admin fee / account holder | $389 | $13,326-97.1% | $9,451-95.9% | $13,397-97.1% |