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 | $243,219 | $177,572+37.0% | $154,803+57.1% | $142,382+70.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 6.88% | 65.07%-58.2pp | 58.88%-52.0pp | 217.08%-210.2pp |
| Employer contribution / active EE | $2,340 | $4,810-51.4% | $4,305-45.6% | $4,299-45.6% |
| Participant deferral / active EE | $11,983 | $6,272+91.1% | $5,540+116.3% | $6,507+84.1% |
| Admin fee / account holder | $5,111 | $16,786-69.6% | $14,329-64.3% | $12,624-59.5% |