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 | $238,387 | $159,602+49.4% | $150,045+58.9% | $142,382+67.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 11.90% | 70.24%-58.3pp | 62.55%-50.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,299 | $4,961-53.6% | $4,693-51.0% | $4,299-46.5% |
| Participant deferral / active EE | $6,633 | $8,310-20.2% | $7,997-17.1% | $6,507+1.9% |
| Admin fee / account holder | $19,224 | $14,846+29.5% | $13,435+43.1% | $12,624+52.3% |