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 | $202,432 | $159,602+26.8% | $150,045+34.9% | $142,382+42.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 12.38% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $4,297 | $4,961-13.4% | $4,693-8.4% | $4,299-0.1% |
| Participant deferral / active EE | $10,035 | $8,310+20.8% | $7,997+25.5% | $6,507+54.2% |
| Admin fee / account holder | $25,695 | $14,846+73.1% | $13,435+91.3% | $12,624+103.5% |