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 | $248,636 | $159,602+55.8% | $150,045+65.7% | $142,382+74.6% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.3%-9.0pp | 80.1%-6.8pp |
| Annual return | 12.16% | 70.24%-58.1pp | 62.55%-50.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,933 | $4,961-61.0% | $4,693-58.8% | $4,299-55.0% |
| Participant deferral / active EE | $2,989 | $8,310-64.0% | $7,997-62.6% | $6,507-54.1% |
| Admin fee / account holder | $17,228 | $14,846+16.0% | $13,435+28.2% | $12,624+36.5% |