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 | $204,514 | $159,602+28.1% | $150,045+36.3% | $142,382+43.6% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.3%-3.4pp | 80.1%-1.2pp |
| Annual return | 10.29% | 70.24%-59.9pp | 62.55%-52.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $5,849 | $4,961+17.9% | $4,693+24.6% | $4,299+36.0% |
| Participant deferral / active EE | $10,317 | $8,310+24.2% | $7,997+29.0% | $6,507+58.6% |
| Admin fee / account holder | $35,245 | $14,846+137.4% | $13,435+162.3% | $12,624+179.2% |