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 | $237,283 | $102,317+131.9% | $146,958+61.5% | $80,856+193.5% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.2%+12.4pp | 67.6%+27.0pp |
| Annual return | 8.35% | 134.76%-126.4pp | 418.34%-410.0pp | 35.59%-27.2pp |
| Employer contribution / active EE | $3,913 | $3,713+5.4% | $4,933-20.7% | $2,755+42.0% |
| Participant deferral / active EE | $4,087 | $6,644-38.5% | $8,070-49.3% | $4,296-4.8% |
| Admin fee / account holder | $48,310 | $7,941+508.3% | $12,998+271.7% | $6,918+598.3% |