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 | $247,698 | $148,534+66.8% | $135,903+82.3% | $139,434+77.6% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 5.79% | 79.19%-73.4pp | 68.23%-62.4pp | 372.94%-367.1pp |
| Employer contribution / active EE | $1,480 | $5,243-71.8% | $4,856-69.5% | $4,751-68.8% |
| Participant deferral / active EE | $8,431 | $8,100+4.1% | $7,758+8.7% | $6,710+25.6% |
| Admin fee / account holder | $4,225 | $12,400-65.9% | $10,762-60.7% | $11,403-62.9% |