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 | $237,906 | $127,065+87.2% | $113,168+110.2% | $142,382+67.1% |
| Participation rate | 72.2% | 79.2%-7.0pp | 76.6%-4.3pp | 80.1%-7.9pp |
| Annual return | 3.36% | 24.03%-20.7pp | 24.27%-20.9pp | 217.08%-213.7pp |
| Employer contribution / active EE | $2,101 | $3,442-39.0% | $2,975-29.4% | $4,299-51.1% |
| Participant deferral / active EE | $5,767 | $5,716+0.9% | $5,107+12.9% | $6,507-11.4% |
| Admin fee / account holder | $8,768 | $15,736-44.3% | $12,068-27.3% | $12,624-30.5% |