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 | $247,899 | $124,185+99.6% | $108,410+128.7% | $167,490+48.0% |
| Participation rate | 87.5% | 82.3%+5.2pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 7.87% | 1379.64%-1371.8pp | 905.27%-897.4pp | 478.56%-470.7pp |
| Employer contribution / active EE | $2,151 | $4,187-48.6% | $3,558-39.6% | $4,837-55.5% |
| Participant deferral / active EE | $10,080 | $6,908+45.9% | $6,563+53.6% | $6,341+59.0% |
| Admin fee / account holder | $52,197 | $9,455+452.1% | $7,295+615.5% | $12,309+324.1% |