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 | $229,653 | $176,812+29.9% | $146,665+56.6% | $167,490+37.1% |
| Participation rate | 91.3% | 83.6%+7.7pp | 80.1%+11.2pp | 82.1%+9.2pp |
| Annual return | 8.93% | 24.03%-15.1pp | 22.74%-13.8pp | 478.56%-469.6pp |
| Employer contribution / active EE | $2,522 | $5,160-51.1% | $4,136-39.0% | $4,837-47.9% |
| Participant deferral / active EE | $8,214 | $6,440+27.5% | $5,506+49.2% | $6,341+29.5% |
| Admin fee / account holder | $15,748 | $13,259+18.8% | $10,280+53.2% | $12,309+27.9% |