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 | $227,529 | $148,534+53.2% | $135,903+67.4% | $139,434+63.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.44% | 79.19%-71.7pp | 68.23%-60.8pp | 372.94%-365.5pp |
| Employer contribution / active EE | $1,970 | $5,243-62.4% | $4,856-59.4% | $4,751-58.5% |
| Participant deferral / active EE | $3,499 | $8,100-56.8% | $7,758-54.9% | $6,710-47.9% |
| Admin fee / account holder | $91,335 | $12,400+636.6% | $10,762+748.7% | $11,403+701.0% |