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 | $219,664 | $179,726+22.2% | $156,263+40.6% | $142,382+54.3% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 10.10% | 77.86%-67.8pp | 59.47%-49.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,431 | $5,069-52.0% | $4,333-43.9% | $4,299-43.5% |
| Participant deferral / active EE | $4,590 | $6,956-34.0% | $6,158-25.5% | $6,507-29.5% |
| Admin fee / account holder | $2,979 | $17,272-82.8% | $14,255-79.1% | $12,624-76.4% |