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 | $196,400 | $214,378-8.4% | $200,582-2.1% | $142,382+37.9% |
| Participation rate | 70.6% | 87.4%-16.9pp | 86.9%-16.3pp | 80.1%-9.5pp |
| Annual return | 7.74% | 46.41%-38.7pp | 42.33%-34.6pp | 217.08%-209.3pp |
| Employer contribution / active EE | $2,203 | $6,841-67.8% | $6,419-65.7% | $4,299-48.7% |
| Participant deferral / active EE | $7,502 | $9,865-24.0% | $9,331-19.6% | $6,507+15.3% |
| Admin fee / account holder | $17,673 | $17,692-0.1% | $16,305+8.4% | $12,624+40.0% |