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 8-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 | $242,709 | $159,602+52.1% | $150,045+61.8% | $142,382+70.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 10.49% | 70.24%-59.7pp | 62.55%-52.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $21,246 | $4,961+328.3% | $4,693+352.7% | $4,299+394.2% |
| Participant deferral / active EE | $13,608 | $8,310+63.7% | $7,997+70.2% | $6,507+109.1% |
| Admin fee / account holder | $733 | $14,846-95.1% | $13,435-94.5% | $12,624-94.2% |