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 | $235,641 | $102,317+130.3% | $146,958+60.3% | $80,856+191.4% |
| Participation rate | 82.6% | 75.8%+6.8pp | 82.2%+0.5pp | 67.6%+15.0pp |
| Annual return | 11.71% | 134.76%-123.1pp | 418.34%-406.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,541 | $3,713-58.5% | $4,933-68.8% | $2,755-44.1% |
| Participant deferral / active EE | $9,134 | $6,644+37.5% | $8,070+13.2% | $4,296+112.6% |
| Admin fee / account holder | $5,022 | $7,941-36.8% | $12,998-61.4% | $6,918-27.4% |