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 | $204,596 | $148,534+37.7% | $135,903+50.5% | $139,434+46.7% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 10.36% | 79.19%-68.8pp | 68.23%-57.9pp | 372.94%-362.6pp |
| Employer contribution / active EE | $3,035 | $5,243-42.1% | $4,856-37.5% | $4,751-36.1% |
| Participant deferral / active EE | $7,911 | $8,100-2.3% | $7,758+2.0% | $6,710+17.9% |
| Admin fee / account holder | $39,584 | $12,400+219.2% | $10,762+267.8% | $11,403+247.2% |