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 | $238,993 | $117,381+103.6% | $99,443+140.3% | $152,861+56.3% |
| Participation rate | 84.6% | 77.5%+7.1pp | 73.8%+10.8pp | 82.4%+2.2pp |
| Annual return | 4.76% | 31.87%-27.1pp | 30.72%-26.0pp | 345.32%-340.6pp |
| Employer contribution / active EE | $2,541 | $3,013-15.6% | $2,540+0.1% | $4,762-46.6% |
| Participant deferral / active EE | $7,485 | $4,086+83.2% | $3,619+106.8% | $5,850+27.9% |
| Admin fee / account holder | $7,150 | $7,631-6.3% | $6,250+14.4% | $11,596-38.3% |