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 | $190,909 | $201,272-5.1% | $184,203+3.6% | $145,922+30.8% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 7.95% | 29.00%-21.0pp | 28.81%-20.9pp | 561.29%-553.3pp |
| Employer contribution / active EE | $7,579 | $7,022+7.9% | $6,427+17.9% | $4,660+62.7% |
| Participant deferral / active EE | $9,349 | $9,806-4.7% | $9,131+2.4% | $6,688+39.8% |
| Admin fee / account holder | $13,571 | $16,364-17.1% | $13,901-2.4% | $13,397+1.3% |