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 | $204,022 | $148,534+37.4% | $135,903+50.1% | $139,434+46.3% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 7.27% | 79.19%-71.9pp | 68.23%-61.0pp | 372.94%-365.7pp |
| Employer contribution / active EE | $8,955 | $5,243+70.8% | $4,856+84.4% | $4,751+88.5% |
| Participant deferral / active EE | $13,933 | $8,100+72.0% | $7,758+79.6% | $6,710+107.6% |
| Admin fee / account holder | $20,625 | $12,400+66.3% | $10,762+91.6% | $11,403+80.9% |