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 | $199,662 | $159,602+25.1% | $150,045+33.1% | $142,382+40.2% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.3%-9.0pp | 80.1%-6.8pp |
| Annual return | 12.09% | 70.24%-58.1pp | 62.55%-50.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,472 | $4,961-70.3% | $4,693-68.6% | $4,299-65.7% |
| Participant deferral / active EE | $5,582 | $8,310-32.8% | $7,997-30.2% | $6,507-14.2% |
| Admin fee / account holder | $12,097 | $14,846-18.5% | $13,435-10.0% | $12,624-4.2% |