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 | $236,818 | $183,519+29.0% | $155,509+52.3% | $145,922+62.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 4.76% | 61.17%-56.4pp | 64.67%-59.9pp | 561.29%-556.5pp |
| Employer contribution / active EE | $3,305 | $5,313-37.8% | $4,672-29.3% | $4,660-29.1% |
| Participant deferral / active EE | $18,244 | $6,462+182.3% | $5,626+224.3% | $6,688+172.8% |
| Admin fee / account holder | $3,226 | $19,313-83.3% | $15,912-79.7% | $13,397-75.9% |