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 | $237,046 | $163,101+45.3% | $136,749+73.3% | $142,382+66.5% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 9.52% | 27.54%-18.0pp | 24.33%-14.8pp | 217.08%-207.6pp |
| Employer contribution / active EE | $4,569 | $4,117+11.0% | $3,400+34.4% | $4,299+6.3% |
| Participant deferral / active EE | $6,092 | $5,585+9.1% | $4,692+29.8% | $6,507-6.4% |
| Admin fee / account holder | $1,791 | $14,318-87.5% | $11,386-84.3% | $12,624-85.8% |