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 | $243,118 | $214,378+13.4% | $200,582+21.2% | $142,382+70.8% |
| Participation rate | 76.5% | 87.4%-11.0pp | 86.9%-10.4pp | 80.1%-3.6pp |
| Annual return | 11.11% | 46.41%-35.3pp | 42.33%-31.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,549 | $6,841-77.4% | $6,419-75.9% | $4,299-64.0% |
| Participant deferral / active EE | $3,098 | $9,865-68.6% | $9,331-66.8% | $6,507-52.4% |
| Admin fee / account holder | $53,363 | $17,692+201.6% | $16,305+227.3% | $12,624+322.7% |