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 | $219,890 | $106,584+106.3% | $101,326+117.0% | $142,382+54.4% |
| Participation rate | 78.6% | 82.7%-4.1pp | 81.5%-2.9pp | 80.1%-1.5pp |
| Annual return | 7.76% | 36.93%-29.2pp | 36.82%-29.1pp | 217.08%-209.3pp |
| Employer contribution / active EE | $3,097 | $3,956-21.7% | $3,665-15.5% | $4,299-28.0% |
| Participant deferral / active EE | $7,073 | $8,297-14.7% | $7,994-11.5% | $6,507+8.7% |
| Admin fee / account holder | $8,830 | $11,446-22.9% | $11,185-21.1% | $12,624-30.1% |