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 6-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 | $245,483 | $114,381+114.6% | $107,525+128.3% | $142,382+72.4% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 10.84% | 242.71%-231.9pp | 181.32%-170.5pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,202 | $4,015-70.1% | $3,754-68.0% | $4,299-72.0% |
| Participant deferral / active EE | $3,528 | $5,564-36.6% | $5,116-31.0% | $6,507-45.8% |
| Admin fee / account holder | $16,116 | $9,860+63.4% | $8,919+80.7% | $12,624+27.7% |