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 | $206,849 | $238,490-13.3% | $180,183+14.8% | $142,382+45.3% |
| Participation rate | 80.0% | 82.3%-2.3pp | 77.4%+2.6pp | 80.1%-0.1pp |
| Annual return | 9.01% | 33.56%-24.5pp | 27.86%-18.9pp | 217.08%-208.1pp |
| Employer contribution / active EE | $3,048 | $6,143-50.4% | $5,039-39.5% | $4,299-29.1% |
| Participant deferral / active EE | $9,608 | $7,996+20.2% | $6,822+40.8% | $6,507+47.7% |
| Admin fee / account holder | $2,289 | $28,866-92.1% | $19,975-88.5% | $12,624-81.9% |