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 | $231,277 | $179,726+28.7% | $156,263+48.0% | $142,382+62.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 8.23% | 77.86%-69.6pp | 59.47%-51.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $2,296 | $5,069-54.7% | $4,333-47.0% | $4,299-46.6% |
| Participant deferral / active EE | $4,364 | $6,956-37.3% | $6,158-29.1% | $6,507-32.9% |
| Admin fee / account holder | $13,474 | $17,272-22.0% | $14,255-5.5% | $12,624+6.7% |