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 | $206,790 | $74,888+176.1% | $71,209+190.4% | $142,382+45.2% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 12.52% | 345.14%-332.6pp | 282.51%-270.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,890 | $2,854+1.3% | $2,721+6.2% | $4,299-32.8% |
| Participant deferral / active EE | $5,319 | $4,454+19.4% | $4,175+27.4% | $6,507-18.3% |
| Admin fee / account holder | $3,205 | $5,568-42.4% | $5,349-40.1% | $12,624-74.6% |