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 | $178,703 | $214,378-16.6% | $200,582-10.9% | $142,382+25.5% |
| Participation rate | 85.0% | 87.4%-2.4pp | 86.9%-1.9pp | 80.1%+4.9pp |
| Annual return | 11.04% | 46.41%-35.4pp | 42.33%-31.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,531 | $6,841-63.0% | $6,419-60.6% | $4,299-41.1% |
| Participant deferral / active EE | $5,209 | $9,865-47.2% | $9,331-44.2% | $6,507-19.9% |
| Admin fee / account holder | $31,461 | $17,692+77.8% | $16,305+93.0% | $12,624+149.2% |