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 | $198,529 | $107,334+85.0% | $92,893+113.7% | $152,861+29.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 2.24% | 145.58%-143.3pp | 109.41%-107.2pp | 345.32%-343.1pp |
| Employer contribution / active EE | $11,128 | $4,221+163.6% | $3,653+204.7% | $4,762+133.7% |
| Participant deferral / active EE | $9,594 | $4,845+98.0% | $4,236+126.5% | $5,850+64.0% |
| Admin fee / account holder | $45,964 | $7,079+549.3% | $5,794+693.3% | $11,596+296.4% |