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 8-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 | $200,886 | $148,534+35.2% | $135,903+47.8% | $139,434+44.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 9.51% | 79.19%-69.7pp | 68.23%-58.7pp | 372.94%-363.4pp |
| Employer contribution / active EE | $1,562 | $5,243-70.2% | $4,856-67.8% | $4,751-67.1% |
| Participant deferral / active EE | $3,095 | $8,100-61.8% | $7,758-60.1% | $6,710-53.9% |
| Admin fee / account holder | $4,582 | $12,400-63.0% | $10,762-57.4% | $11,403-59.8% |