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 | $191,180 | $93,571+104.3% | $135,903+40.7% | $75,163+154.4% |
| Participation rate | 74.2% | 75.2%-1.0pp | 81.9%-7.7pp | 67.2%+7.0pp |
| Annual return | 8.48% | 30.90%-22.4pp | 68.23%-59.7pp | 160.62%-152.1pp |
| Employer contribution / active EE | $3,717 | $3,537+5.1% | $4,856-23.5% | $2,670+39.2% |
| Participant deferral / active EE | $9,759 | $6,404+52.4% | $7,758+25.8% | $4,125+136.6% |
| Admin fee / account holder | $1,035 | $6,975-85.2% | $10,762-90.4% | $5,651-81.7% |