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 | $198,009 | $165,335+19.8% | $149,696+32.3% | $158,922+24.6% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 6.09% | 348.15%-342.1pp | 276.60%-270.5pp | 302.83%-296.7pp |
| Employer contribution / active EE | $1,916 | $5,103-62.5% | $4,644-58.8% | $4,761-59.8% |
| Participant deferral / active EE | $3,888 | $7,181-45.9% | $6,842-43.2% | $5,982-35.0% |
| Admin fee / account holder | $27,393 | $10,807+153.5% | $9,309+194.3% | $11,246+143.6% |