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 | $223,529 | $159,602+40.1% | $150,045+49.0% | $142,382+57.0% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 7.21% | 70.24%-63.0pp | 62.55%-55.3pp | 217.08%-209.9pp |
| Employer contribution / active EE | $5,918 | $4,961+19.3% | $4,693+26.1% | $4,299+37.7% |
| Participant deferral / active EE | $13,046 | $8,310+57.0% | $7,997+63.1% | $6,507+100.5% |
| Admin fee / account holder | $979 | $14,846-93.4% | $13,435-92.7% | $12,624-92.2% |