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 | $197,535 | $209,832-5.9% | $189,513+4.2% | $167,490+17.9% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 8.33% | 748.27%-739.9pp | 555.15%-546.8pp | 478.56%-470.2pp |
| Employer contribution / active EE | $6,408 | $6,914-7.3% | $6,162+4.0% | $4,837+32.5% |
| Participant deferral / active EE | $8,191 | $8,935-8.3% | $8,221-0.4% | $6,341+29.2% |
| Admin fee / account holder | $19,008 | $14,293+33.0% | $12,045+57.8% | $12,309+54.4% |