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 | $205,948 | $159,602+29.0% | $150,045+37.3% | $142,382+44.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 11.69% | 70.24%-58.5pp | 62.55%-50.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $5,351 | $4,961+7.9% | $4,693+14.0% | $4,299+24.5% |
| Participant deferral / active EE | $15,631 | $8,310+88.1% | $7,997+95.5% | $6,507+140.2% |
| Admin fee / account holder | $164,082 | $14,846+1005.2% | $13,435+1121.3% | $12,624+1199.8% |