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 | $229,707 | $176,056+30.5% | $159,436+44.1% | $167,490+37.1% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 8.68% | 331.75%-323.1pp | 263.57%-254.9pp | 478.56%-469.9pp |
| Employer contribution / active EE | $2,569 | $5,297-51.5% | $4,829-46.8% | $4,837-46.9% |
| Participant deferral / active EE | $12,843 | $7,750+65.7% | $7,352+74.7% | $6,341+102.5% |
| Admin fee / account holder | $23,678 | $12,554+88.6% | $10,799+119.3% | $12,309+92.4% |