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 | $221,876 | $159,602+39.0% | $150,045+47.9% | $142,382+55.8% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 12.05% | 70.24%-58.2pp | 62.55%-50.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $4,506 | $4,961-9.2% | $4,693-4.0% | $4,299+4.8% |
| Participant deferral / active EE | $19,092 | $8,310+129.7% | $7,997+138.7% | $6,507+193.4% |
| Admin fee / account holder | $1,261 | $14,846-91.5% | $13,435-90.6% | $12,624-90.0% |