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 | $211,571 | $127,065+66.5% | $113,168+87.0% | $142,382+48.6% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 6.88% | 24.03%-17.2pp | 24.27%-17.4pp | 217.08%-210.2pp |
| Employer contribution / active EE | $5,043 | $3,442+46.5% | $2,975+69.5% | $4,299+17.3% |
| Participant deferral / active EE | $4,758 | $5,716-16.8% | $5,107-6.8% | $6,507-26.9% |
| Admin fee / account holder | $94,800 | $15,736+502.4% | $12,068+685.6% | $12,624+651.0% |