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 | $243,613 | $127,065+91.7% | $113,168+115.3% | $142,382+71.1% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 9.66% | 24.03%-14.4pp | 24.27%-14.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $7,705 | $3,442+123.8% | $2,975+159.0% | $4,299+79.2% |
| Participant deferral / active EE | $17,358 | $5,716+203.7% | $5,107+239.9% | $6,507+166.8% |
| Admin fee / account holder | $34,574 | $15,736+119.7% | $12,068+186.5% | $12,624+173.9% |