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 6-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 | $202,471 | $159,602+26.9% | $150,045+34.9% | $142,382+42.2% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 10.89% | 70.24%-59.3pp | 62.55%-51.7pp | 217.08%-206.2pp |
| Employer contribution / active EE | $4,902 | $4,961-1.2% | $4,693+4.4% | $4,299+14.0% |
| Participant deferral / active EE | $12,322 | $8,310+48.3% | $7,997+54.1% | $6,507+89.4% |
| Admin fee / account holder | $167,575 | $14,846+1028.7% | $13,435+1147.3% | $12,624+1227.5% |