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 | $188,984 | $214,378-11.8% | $200,582-5.8% | $142,382+32.7% |
| Participation rate | 89.5% | 87.4%+2.0pp | 86.9%+2.6pp | 80.1%+9.4pp |
| Annual return | 10.94% | 46.41%-35.5pp | 42.33%-31.4pp | 217.08%-206.1pp |
| Employer contribution / active EE | $4,419 | $6,841-35.4% | $6,419-31.2% | $4,299+2.8% |
| Participant deferral / active EE | $3,552 | $9,865-64.0% | $9,331-61.9% | $6,507-45.4% |
| Admin fee / account holder | $3,423 | $17,692-80.7% | $16,305-79.0% | $12,624-72.9% |